Tax Services

Preparation of Form 1040 and all related schedules.

Filing taxes for a trust or an estate. Involves specialized knowledge of fiduciary taxes.

A gift tax return are used to report transfers of property by the use of a gift. Should the gift be above the annual exclusion, a form 709 will be required.

Taxes for a small business are reported on Schedule C, which is filed with your Form 1040.

Court Accountings are required by the Probate Court for reporting assets held by a Guardian or Conservator.

Assisting the trustee or personal representative follow the terms of the trust or will in the circumstance of a family member passing.

Assist tax payers in resolving an IRS audit.