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Tax Forms 1041, 706, 709

We assist executors and trustees to meet their fiduciary responsibilities with respect to
tax filing requirements via:

  • Defining filing requirements and estimated taxes
  • Accounting for estate and trusts
  • Preparation of estate and trust income tax returns for all states
  • Evaluation of asset allocations and dispositions
  • Preparation of death tax returns
  • Preparation of termination notices including requests for prompt audit
  • Audit representation if necessary
  • Timely tax planning