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Trust and Estate Returns

Estate Tax Preparation

There are many types of trusts and various reasons for creating them but determining the filing requirements for the trust can be complex.

We can help you navigate the record keeping and tax return filing for your trust.

If you are the executor of an estate, we are here to help you with filing final income tax and estate returns. If you cannot locate prior returns filed or documents, we can also work with the Internal Revenue Service to obtain copies and request tax return document transcripts.

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