Estate, Trust & Guardianship Accounting & Tax Services
We work with personal representatives, estate attorneys, professional guardians, fiduciaries and executors to be compliant with probate court, beneficiaries and federal and state taxing agencies. We have special fiduciary accounting software that provides compliance under the law.
We also can prepare Form 706 Estate Tax returns, Form 709 Gift Tax returns and Form 1041 Trust and Estate Income Tax Returns as needed.
Securities offered Through H. Beck, Inc., Member FINRA, SIPC 1140 Rockville Pike, 4th Floor, Rockville, MD 20852
(301) 468-0100
www.cfginc.com
Investment Advisory Services offered through CPA Investment Solutions, Inc. Angela Dyches is registered to offer securities in the state of Florida. This is not an offer to sell or solicit securities in any other state or jurisdiction.
CPA Investment Solutions, Inc and H. Beck, Inc. are unaffiliated entities.
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