Urbach & Avraham, CPAs has been serving the estate and trust needs of executors, trustees, and guardians in Central New Jersey for over 25 years. With more than 30 years of experience in personal financial planning, Tom is a frequent speaker and author on topics relating to personal financial planning including, Financial Planning and Tax Advisory Services, Estate Planning for the Affluent . Estate & Trust Tax Planning | Manay CPA Inc | Accountant Marietta Preparing and planning estate and trust taxes is an essential part of managing your financial future. This is called Form 706 -Estate Tax Return. However, preparing trust tax returns and estate plans is not always simple and frequently requires specialist knowledge and experience. In Charge of Moms Finances? The Trust CPA specializes in serving the Trustee by helping them learn their fiduciary duties through easy-to-understand Trustee Education and assists them in keeping the duties of accounting and tax. More. We consist of 4-5 employees who strive to prepare accurate accounting/tax work in a timely . Manage probate and trust estates following the death of an existing Wells. They have a very keen thought to bringing out the best people with best inspirations. Tax forms to know as the fiduciary of an estate or trust Estate, will and trust accountants at Windes can assist you with wealth management and conservation of your estate by minimizing estate tax liabilities. Our staff are experienced with preparing and filing returns for small estates and trusts. Among th Urbach & Avraham, CPAs has been serving the estate and trust needs of executors, trustees, and guardians in Central New Jersey for over 25 years. 3 201 California St, San Francisco, Ca. A comprehensive tax plan may include the transfer of wealth through gifts during a clients lifetime, through the estate after death, or a combination of both strategies. This is true for everyone, not just the top one percent, and is much more crucial if you are married, have kids, or run your own business. Our goal is to offer Southern Oregon the very best in. Heemer, Klein & Company, PLLC is a full-service business and personal tax and accounting firm serving clients throughout southeastern Michigan. We help you build an estate and trust plan as your trusted advisor that preserves wealth and minimizes the tax burden on you and your loved ones. Estimated $186K - $236K a year. When you reach out to a selected firm, ask about consultation fees before scheduling an appointment. . INCLUDES FREE E-FILE AND FREE DIRECT DEPOSIT OF REFUNDS !! new. We address all relevant federal and state tax exemptions, and use a variety of strategies to reduce the any estate tax liability. Feel free to contact use using the form below: If you find yourself asking the question: I need a trust CPA near me you have come to the right place. Effective Planning to Minimize Estate Taxes. This is called Form 1041 - Income Tax Return for Estates and Trusts. Advice That Adds Up! We collaborate closely with attorneys, investment advisors, and other financial experts to create long-term estate plans that are tailored to each clients specific requirements. Dallas, TX 75231, Call: 214.696.1922 Grants Pass, OR 97526. Function as an in-house subject matter authority on sophisticated trust, estate and income tax questions and issues. OFFERING 7 DAYS A WEEK AND EVENING APPOINTMENTS! Because of the ever changing tax laws and tax reform, it is important to monitor and update your estate plan as necessary to assure that your risk exposure is minimized wherever possible. For more information on Estate and Trust services at KWC contact: Debbie Stokes or Brenda Curtis. Estate & Trust The demands and objectives of every estate plan are unique. Estate tax return preparation services: Estate tax returns; Gift tax returns; Income tax returns for individuals She lectures for the IRS annually at their volunteer tax preparer programs. Cottle Garrett Law PLLC Wills, Trusts & Estate Planning Attorneys Attorneys Criminal Law Attorneys (1) Services 13 YEARS IN BUSINESS (801) 627-1736 1167 24th St Ste 1 Ogden, UT 84401 We also stay up to date on changes to tax legislation that influence the preparation of estates and tax trusts. 2023 Urbach & Avraham, CPAs - All Rights Reserved. Sharina Beauty Magazine is exceptional. All Individual Services. Were here to help you understand how the tax law applies to your situation and give you peace of mind as you handle the affairs of the estate or trust. Find out how working with our Edison, NJ CPA firm can take the pain out of tax time! 1040 SPECIAL(1 or 2 W2's)!!! They not just helped me with my accounting questions but also impressed me so much that our company not just hired them for bookkeeping, payroll, financial management, and tax services, but also hired them for marketing services as well. We can help evaluate your unique situation to determine which filings are needed and prepare the returns. Urbach & Avraham, CPAs is the partner business owners, attorneys, and individuals count on for sound financial guidance. To preserve the financial stability of your loved ones, it is essential to protect your assets. We take pride in the professionalism of our partners and staff. All estates must also prepare the final individual income tax return. All estates must also prepare the final individual income tax return. Many large CPA firms arelarge. Kim Rhoades, CPA Principal krhoades@mrpr.com 734.253.9000 Louis DiSarno, CPA Manager ldisarno@mrpr.com 248.415.4442 Stay in Compliance, Develop Strategies - and Pay Less Tax MRPR has experienced CPAs dedicated to helping trustees, executors and personal representatives stay in compliance with tax laws and regulations governing trusts and estates. Security Your information is safe with us. The firm is a member of the Texas Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the International Association of Practising Accountants. All Attorney Services. Without going into too much detail, companies like CPA CLINICS and Sharina World are a rarity. Were experienced in estate tax law, but dont have to cover the overhead costs of a large company. I will introduce you to a new service that is out of their control and completely decentralized -- like the . Welcome! Need an Accounting? You're also guaranteed to become intimately familiar with a host of tax forms you may not have known existed. Federal and state tax laws are in a constant state of fluctuation. We assist clients with short-term and long-term gifts analysis to protect financial security during life. After you get your results, you can contact the firms listed and describe your needs in more detail. Business Valuations. Here are seven tips on how to find the best tax preparer or tax advisor for you. We provide fiduciary accounting services, money-saving tax strategies, and sound financial advice. Executor of estate with unfiled tax returns? Stay Up to Date on the This return reports the income earned from January 1st until the date of death. We skillfully prepare estate tax returns for individuals and attorneys. Martin G. Friedrich, CPA has been in practice over 30 years. Trust CPA and Estate Tax Accountant Near Me? Best Trust Attorneys Near Me See All Michael Blacksburg - Estate Planning 156 Wills, Trusts, & Probates Serving San Francisco and the Surrounding Area Closes in 31 minutes The Law Offices of Jason Louie 47 Wills, Trusts, & Probates 490 Post St, San Francisco, CA Closes in 31 minutes T S Wrobel Law Group 38 Wills, Trusts, & Probates I have been doing this over 25 years. Reliability We have a background in estate planning and trust implementation. Their blogs are amazing and have very useful information. This company came up on Google after I had searchedfor some accounting advice. Estate Trust CPA Firm - Colorado Scott Porter, CPA delivers quality accounting and tax services for trusts and estates. Working with attorneys to manage the administration of a deceased person's estate. If youre a new or established attorney looking for a CPA partnership, contact Tom to learn more about how we can help. Behymer Sorenson & Price LLC. Prior to opening his own practice, he was . We can help evaluate your unique situation to determine which filings are needed and prepare the returns. Some estates are required to file a tax return that lists all the assets of the estates. Also, they are very professional, responsive, and courteous. As the fiduciary of an estate or trust, you have many duties, beginning immediately upon the decedent's (deceased person's) passing. Estate planning is not just about having a will or a trust. Linda Siefker, CPA, Inc. 5.0 (1) Personal service from the owner who is a CPA with 25+ years experience Lake Worth, FL 33467 22 years in business Request a quote View Profile Wiley CPA 4.0 (2) Our firm has been around for 30 years. CPA PREPARES AND/OR REVIEWS ALL RETURNS! Either a family attorney or an estate, or wills, attorney can help you prepare a living will, either as part of your general estate planning or as an individual document. Estate Tax Planning and Preparation. They offer a vast array of services including tax management, accounting, estate and trust planning, retirement planning, IRS representation, and Bookkeeping. Our intention is not only to prepare these tax filings, but to give you confidence in your role as executor or personal representative. We are accountants, tax professionals and auditors who work hard to provide useful information. What Is Trust Accounting? Many small CPA firms don't offer tax preparation services for estates and trusts. We understand that caring for the finances of a family member can be confusing and stressful and we're here to make it easier. Join Us Watch video Questions? For over 30 years, Wayne has counseled clients as an attorney, accountant, and business advisor in a wide range of industries, including technology, government contracting, real estate . Since 2011, Blair + Assoc has successfully met the accounting, tax and financial guidance requirements of estate & trust administrators in Central Virginia. This Dallas CPA firm has been providing comprehensive tax, estate planning, and accounting solutions since 1976. Whos Who Top Accountants And Consultants Award Winner, Allocating assets to spouses, children, trusts, and charities, Reviewing your estate plan and trust tax situation to ensure financial goals are met. Minneapolis, MN. [emailprotected]. Posted 30+ days ago. We also want t. Trust accounting is not though but have to work in small volume company, else will be a nightmare! Quality valuation services for for estates, trusts, and guardianships. Tax Preparation Services for Estates and Trusts Tax laws surrounding estates and trusts can be complex. Fiduciary Accounting Services. Martin@BestTaxCPA.com. Our talented team of CPAs and accountants have been offering accounting services, auditing, tax planning, estate and trust administration, valuation, and litigation support to Central New Jersey for over 25 years. San Diego, CA 92101. Massachusetts business trust; . They can be intimidating or their fees may be out of reach. Form 1041 Fiduciary Tax Return of Estates & Trusts Filing requirements for estates and trusts vary. Estate Administration Trust and estate attorneys also handle the administration of estates. Bachelor of Accounting/Bachelor of Finance. Asset location, family budgeting, court accountings, and other elder care services. Our years of experience in the preparation of fiduciary income tax returns, trust and probate court accounting and post mortem estate planning that can significantly save your estate tax burdens. Some estates may also need to file a tax return that reports the income earned from the date of death to the date assets are distributed to the heirs. KWC specializes in providing tax, audit, accounting and business advisory services for businesses, individuals, estates, trusts, non-profit organizations, and employee benefit plans. You may find yourself in the role of trustee with little experience or training. Finance activities take place in financial systems at various scopes, thus the field can be roughly divided into . . Murphy, Esq., Providing sound guidance to guardians on financial, accounting, and tax matters. But we utilize a variety of tools that will simplify the tax process and enable us to complete tax returns in all 50 states. Trust and estate Tax planning and preparation are crucial components of controlling your financial future. International tax attorney David W. Klasing has extensive experience in international tax planning, offshore tax controversies, and foreign account compliance. We offer customized . Reasonable Rates. We are an estate and trust CPA firm and we work diligently with trustees and fiduciaries to ensure that trust tax returns are completed timely and accurately. Latest Tax Related News, 10000 N Central Expressway, Suite 290 Senior Trust Officer (Senior Fiduciary Specialist) - Personal Trust Market Service Team. We provide estate and gift business valuations, reconstruction of records and fraud investigations. More than 5 Stars all the way. We offer everything from estate administration, elder care accounting, and assistance with special needs trusts to forensic and fiduciary accounting. We assist executors and trustees with estate tax returns, fiduciary income taxes and minimizing taxes. You need a CPA firm that has experience dealing with complex estate issues. We offer everything from estate administration, elder care accounting, and assistance with special needs trusts to forensic and fiduciary accounting. As they navigate the legal realm or probate and courts, we handle the tax preparation. We bring out the best in each other so we may provide the best in service. Just like a will, the trust must be created during one's lifetime. Sharina World is awesome, one of the best magazines Ive known. The IRS treats trusts as separate tax entities that must pay tax on income generated in the trust annually. His practice emphasis is in real estate, partnerships and Limited Liability Companies. Another goal is to mitigate future tax issues. A trust is the transfer of assets to a trustee to manage during or after the death of the maker. . At the Law Office of David W. Klasing, our tax professionals can assess an array of tax concerns related to double-taxation of expatriates, tax minimization, FBAR, FATCA, and other . Resources. Determining if you need an attorney to create a trust is the first question to ask yourself in this process. My clients are happy because they deal with their CPA and because me and my staff provide excellent service. 2. Estates & Trusts We partner with you to plan and preserve your financial well-being, for now and generations to come. You may have had a professional firm handle your estate planning that does not provide tax services. Call us now at 732-777-1158 or request a consultation to learn more. A creditor of a shareholder of a Corp. or LLC cannot seize the . Additionally, many executors and administrators rely on Blair + Assoc as the consulting resource to help make the right decisions to protect the intentions of the estate. We prepare estate, trust and guardian accountings for fiduciaries, attorneys and the Court. Estate and Trust Services Planning For The Future Tom Williams CPA is highly trained and ready to help you with the difficult decisions of what to do with your assets now and after you've passed on from this life. You may find that working with a smaller CPA firm is a good fit for you. Keep in mind, like inheritance taxes, an estate tax on the federal level will not be levied unless the value of the estate exceeds a certain amount. We are an estate and trust CPA firm and we work diligently with trustees and fiduciaries to ensure that trust tax returns are completed timely and accurately. Small (1-19 employees) Specialisation. Our seasoned team of CPAs and accountants work with individual fiduciaries and also attorneys that represent clients managing estates and trusts. We can help you understand your specific tax situation and prepare these returns. Among the options we consider with our clients are: We understand the importance of wealth preservation and estate tax planning. . ONESOURCE Fiduciary Accounting software from Thomson Reuters handles virtually every transaction you'll ever need for trust and estate financial reporting, including dividend and capital gain reinvestment, exercise of options, spin-offs, and taxable and nontaxable exchanges. Fill in as many fields below as you find helpful, and click the Search button at the bottom of the form. However, some important differences exist. Mr. Friedrich started his firm in 1984 and has been providing tax services to individuals, partnerships, trusts, and corporations. Director, Wealth Strategist - Tax, Trust, and Estate. Currently, this amount is set at $5.43 million. ONLY $75 FOR NEW CLIENTS!! Income tax rules for trusts and estates are similar to those for personal (individual) income taxes. Finance is the study and discipline of money, currency and capital assets.It is related to, but not synonymous with economics, the study of production, distribution, and consumption of money, assets, goods and services (the discipline of financial economics bridges the two). As of Jan. 1, 2018, NJ repealed its long-standing estate tax. True to their mission to Inspire, empower and achieve. Estate and Trust CPA New Jersey. That's why we are there every step of the way. Whether you're tired of the tedium involved with calculating your company's payroll or you want to ensure you get the most on your personal tax return, you can rest easy if you choose Gregory S. Simpson & Associates, P.C. Refreshing your understanding of those duties as an experienced Trustee leads to better decision making. We're dedicated to helping every client meet the fiduciary responsibilities of estates, trusts, and guardianships with accurate accountings and proven methods for reducing tax liabilities. Organisation size. Attorneys confer with members of a decedent's family on the various issues, including: Assistance to the executor with the preparation of the required probate documents and assist in valuation of estate assets Making insurance claims Our dedicated team of more than 30 professionals prepares over 2,000 accountings per year, for everything from small special-needs trusts to billion dollar-plus trusts and estates. Love it . Nichols & Company Certified Public Accountants is an accounting firm near Columbus that has been offering accounting, tax, and financial services to clients for over 20 years. CLOSED NOW. Understanding the available elections, distribution rules, and filing dates is crucial to good administration because estate and trust administration can be complicated. We work with high net worth clients, and minimizing estate taxes is a critical goal. This is called Form 1041 -Income Tax Return for Estates and Trusts. We understand that estate tax planning and wealth preservation are a major concern for our clients. Estate, gift, and inheritance tax preparation with strategies to minimize taxes. We are here to walk you through the tax process and give you peace of mind as you handle the affairs of your loved one. After your death, the trust distributes the assets to your beneficiaries. This has been quite the week for Tech news with Big Tech lowering their Iron Fist on any opinions with which they don't agree. We are a small, friendly, personable tax office. 318 NW A St. Yet drafting a will and a health care proxy or power of attorney, maybe creating a. Fax: 214.696.1301 Our expertise covers a broad range of industry areas and has been developed by serving organizations and individuals of all sizes and complexity. 5 Business Law And Tax Litigation And Tax Resolution, Personal Injury And Estate Law. We are a licensed CPA firm. Thank you so much for you time to create contents, i love it! We provide estate and trust services that protect your assets and minimizes tax consequences to your beneficiaries. When you turn to the professionals at Urbach & Avraham, CPAs you will receive the sound financial guidance you need and the personal attention you deserve. Wills, Trusts & Estate Planning Attorneys Attorneys Estate Planning, Probate, & Living Trusts Services (801) 395-2424 1104 Country Hills Dr Ste 205 Ogden, UT 84403 6. You will, most likely, only be an executor or personal representative of an estate once or twice in your life. 4 The Best Tax Cpa Near Me. From Business: We are a small, personal accountant and tax preparation practice located in scenic Grants Pass, Oregon. An Executors job is overwhelming with many responsibilities. Feel free to reach out to us for a free consultation and we will discuss how we can serve your needs. Get started now We know that estate planning can be challenging. Trust and estate compliance begins with carefully identifying the proper trust structure and then carefully planning in order to minimize tax issues. Ask for a Preparer Tax Identification Number (PTIN) The IRS requires anyone who prepares or assists in preparing . Instead, we offer the flexibility and personal attention you can often only find at a small firm. Our practice is regularly peer reviewed by the New York State Society of CPAs. View all 8 available locations. Our comprehensive review and analysis of each clients situation allows us to develop a custom plan. We provide the right tools and strategies to preserve your assets and protect your estate from transfer taxes. We consider all aspects of each clients planning goals. Best Estate Tax Attorney Near Me Michael Blacksburg - Estate Planning 156 Wills, Trusts, & Probates Serving San Francisco and the Surrounding Area Closed Mark S. Bridges, Attorney at Law 37 Real Estate Law, Wills, Trusts, & Probates, Business Law 555 Montgomery St, San Francisco, CA Closed The Law Offices of Jason Louie 47 Wills, Trusts, & Probates Fiduciary services for trustees and executors: Review trust documents for tax purposes; Prepare trust income tax returns - Form 1041; Prepare fiduciary accountings; Estate and trust . Wayne Zell's extensive background as an attorney, CPA, and entrepreneur provide him a wealth of insight to his clients' business operations and challenges. Reviewer's Qualification. Thank You for brining us the very best magazine that has everything I can think of and need recipes, fashion insides, latest designs and trends and much much more all in one! Plus, our third-party valuation feature provides a bridge to the . 2 Feel Free To Reach Out To Us For A Free. We work closely with a number of law firms. The person who is responsible for filing the trust tax returns is typically the trustee. About the book authors: Margaret Atkins Munro, EA, has more than 30 years' experience in trusts, estates, family tax, and small businesses. Charitable Lead Trusts and Charitable Remainder Trusts, Grantor-Retained Annuity Trusts and other family trust structures, Section 529 Qualified State Tuition Program Plans, Uniform Transfers to Minors Accounts (UTMA), Section 2503(e) Transfers for Medical Expenses and Qualified Education. Earning a CTEP requires at least three years of experience in estate planning or trusts. Accountant websites & CPA marketing services by Build Your Firm. Form 1041 Estate & Trust Income Tax - $750. Located in the Old East Dallas Historic District near Baylor . We'll help you with QuickBooks, Peachtree and other accounting services. Best of the very best! 1. Here is the 10 best tax accountants near you rated by your neighborhood community. Trust accounting. These strategies include: Each clients situation is unique and requires a specialized approach. In some cases, the trust pays any tax that is due. Call Toms team today to learn more about how we can support you as you work with an estate or trust. To learn more about our irrevocable trust services and set up an appointment at our office located in Flower Mound, TX by filling out our online contact form or calling us today at 817-430-3000. Is An Attorney With More Than 20 Years' Experience Administering Estates And Trusts And Preparing Estate And Gift Tax Returns. On the other hand, a corporation (Corp.) or a limited liability company (LLC) may hold assets such as real estate, cars or boats. This return reports the income earned from January 1st until the date of death. This assures our clients that we can meet our commitment to quality and service for our clients and that our professionals serve our clients in a way that is competent, objective and with due professional care. Thomas Huckabee CPA is well versed in preparing estate tax returns, for both federal and state, when required. A trust or estate needs only about $12,000 of taxable income to be in the top ordinary income tax bracket, compared to hundreds of thousands of dollars of taxable income for an individual. These tools include online vaults, e-signature, and secure portals. The firm is composed of licensed CPAs and IRS enrolled agents that carry out services such as tax planning, strategic business consulting, personal finance advising . Our tax professionals have vast experience in estate and gift taxation and we can help our clients maximize assets they they transfer to future generations. We can help sort this out and prepare the return. Trusts report their income and expense on Form 1041-Income Tax Return for Estates and Trusts. A living trust is a legal entity that owns property you transfer into it during your lifetime. Form 1041 -Income Tax Return for Estates and Trusts, Form 1041-Income Tax Return for Estates and Trusts. (541) 479-9775. CPA Firm in Edison, NJ. Our estate tax planning process focuses on the preservation of wealth and the interrelationship of the estate, fiduciary, and personal taxes. We assist you in creating an estate and trust plan that safeguards money and lessens the tax burden on you and your loved ones as your trusted advisor. Social Media censorship is here and it has taught us that if you want to communicate freely you cannot and must not use their platforms or services. Often, you will find that youve become a trustee or an executor of an estate without preparation or during a stressful life event, like the death of a loved one. 1 - 4 years. These assets include bank accounts, stocks, real estate, IRAs, pensions, annuities and the like. An estate must file a return if income exceeds $600. It can seem daunting to understand what tax filings are needed and how all this impact the beneficiaries. Laws regarding estate and gift tax at both the federal and state level can be complex. We know that estate planning can be complex. Travel approximately 10% to 25%. Call us today at 505-983-3387 to discuss your estate and trust administration needs with a skilled Santa Fe estate and trust CPA or request a consultation online. Contact Us. We assist executors with estate administration, distributions to beneficiaries, and minimizing taxes. Additionally, candidates must have: An undergraduate or graduate degree in finance, tax, accounting,. Search the Find-a-CPA Directory. Contact our Edison CPA firm now at 732-777-1158 to learn more or request a consultation online and we'll set up a time to talk. Experience. WELLS FARGO BANK 3.7. A living trust is created with a trust document or instrument. We work with many of the leading banks, trust companies, single and multi-family offices, law firms, individual trustees and professional trustees in the US. We also prepare trust, gift, and estate tax returns and can even tackle complex inheritance tax filings. These are minimum fees assuming neat and complete information. Providing Accessible premium services without the wait, Providing Accessible Premium Services Without The Wait. Call Greg at 817-656-3397 today - we offer . We know that most clients want a CPA that is close to them. As a premier Dallas CPA firm, we're experts at providing financial and strategic solutions to our clients, but what we do best is listen. At Bulger CPA, were collaborative and enjoy partnering with attorneys to help their clients file estate tax returns with confidence. Trusts & Estates Unique Expertise, Normally Found Only in Much Larger CPA Firms Outside of the large national and regional firms, most CPA firms do only a handful of trust and estate tax returns every year. In other cases the beneficiaries pay the tax. The trustee must manage the property to reap the most benefits for the named beneficiaries or heirs within the control of the trust. We are here to help. We can assist you in settling your loved one's estate. Our friendly staff is our greatest asset, and the entire team stays abreast of the changing tax laws in order to provide you with insightful advice and tax strategies. Let use help you plan and draft your trust so it can meet the objectives and vision for your estate to ensure the wellbeing of your family. Estate planning is a critical part of financial planning, but something many Americans procrastinate about. It may seem overwhelming to understand what tax filings are needed and how all this impact the heirs. If a shareholder of a corporation is personally involved in a lawsuit or bankruptcy, these assets may be protected. Strong knowledge and understanding of estate, trust, or fiduciary administration. Estate Planning. Estate and Trust Attorneys. The stress and work demands on the executors and heirs are reduced by CPAClinics. It can be challenging to know exactly how to handle certain types of income on the final 1040. We look forward to working with you to accomplish your goals and estate planning requirements. Estate taxes can be charged on both a state and federal level and are typically due within nine months of the deceased's date of death. NOT JUST AN ACCOUNTING FIRM, BUT ALSO YOUR SUCCESS DOCTORS. We're here to walk you through the tax process and to give you peace of mind as you manage the trust. 1050 Centerville Cir.Vadnais Heights, MN 55127. Our tax and accounting experts have helped clients just like you for many years. As a premier Dallas CPA firm, we're experts at providing financial and strategic solutions to our clients, but what we do best is listen. Tax and accounting services for the families and trustees of Special Needs Trusts. Your fee will be discussed in advance. The cost typically ranges from $250 to $500, depending on your attorney's fees; some charge by the hour, while others have a flat rate for writing a living will. Tom Bulger and his team provide business and personal CPA services for your tax and estate needs in the White Bear Lake and Twin Cities area. WITH. We specialize in new business start-ups, small business accounting, and everything in between. Our expert advisors provide strategic accounting and tax solutions for our clients. Charles Schwab 3.9. Kathryn A. Murphy, Esq., is an attorney with more than 20 years' experience administering estates and trusts and preparing estate and gift tax returns. Rohnert Park, CA CPA Firm | Trust & Estate Taxes & Accounting Page | David J. Fisher, CPA MST Trust & Estate Taxes & Accounting (707) 588-9700 Why we are your best choice for trust and estate tax matters Experience is vital in trusts and estates because errors made in preparing estate and trust tax returns can last for generations. Book an Appontment Shantia Warren Trust and estate compliance begins with carefully identifying the proper trust structure and then carefully planning in order to minimize tax issues. We utilize our knowledge and vast experience to bring about your familys desired outcome. Tax return preparation specializing in Form 1040 & Business Forms 1120, 1120S, 1065 and . He is an active member of AICPA (Non-CPA Associate) and the Atlanta Estate Planning Council.
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