Estate, Gift and Trust Tax Compliance and Consulting

Working with our estate closing specialists and strategic partner, Guardian Estate Solutions, Inc., we ensure that your estate, trust and gift tax return filing requirements are met in accordance with IRS and state regulations. We make sure that executors and trustees fully understand their fiduciary responsibilities to beneficiaries when it comes to tax compliance by explaining it to them in language they can understand. There is usually no formal training for new executors or trustees when it comes to taxes. Let us help you navigate this complex and often confusing landscape.