Preparation and Compliance
Our professionals know what tax elections are available and when and how they must be made. We also understand the effect of state laws on both Federal and State trust and estate tax returns. We typically work with your estate planning attorney in this process.
Of course, we focus on timely and accurate preparation of these tax returns. We make sure that all documentation is thorough and well-organized, and ready for any potential IRS audits, which are relatively common for these returns.