Gift Tax, Trusts, and Estates

We also do tax returns for Gift Tax, Trusts, and Estates.

Gift Tax: If you give a gift to someone over a certain amount in a given year not paid directly to a hospital or educational institution, you may have to file a Form 709 even if there is no current year taxable event.

Trusts: If you have a revocable trust, whether complex or simple, we can help you complete the Form 1041 and related forms required for the Trust tax return.

Estates: If you are the executor or personal representative of an estate, we can help you file the Form 1041 and related forms required for the Estate tax return.

Gift Tax, Trusts, and Estates

We also do tax returns for Gift Tax, Trusts, and Estates.

Gift Tax: If you give a gift to someone over a certain amount in a given year not paid directly to a hospital or educational institution, you may have to file a Form 709 even if there is no current year taxable event.

Trusts: If you have a revocable trust, whether complex or simple, we can help you complete the Form 1041 and related forms required for the Trust tax return.

Estates: If you are the executor or personal representative of an estate, we can help you file the Form 1041 and related forms required for the Estate tax return.