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.