ESTATES, GIFT TAX FILING & PLANNING

Our objective is for our clients to pay the absolute lowest tax possible. We also provide tax compliance and will represent our clients before the Internal Revenue Service. By keeping current on new tax laws we are also in a position to identify tax-planning opportunities. Our firm prepares the following tax returns:

 

  • Estate and generation skipping transfer tax return (form 706)
  • Gift and generation skipping transfer tax return (form 709)
CANOPY PORTAL

Experts With Estates

You can trust us to provide you with a tax advantage with all of your planning.
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