Service Areas

Deceased Taxpayer Tax Fillings

The preparation of tax returns for a deceased taxpayer and trust returns for an estate are specialized services within the tax field. Numerous elections and tax-planning opportunities are available, and an experienced tax professional can bring about substantial tax savings.

We handle all of the tax aspects of a deceased taxpayer filing and related tax matters for the estate, including

• reviewing the tax position on death,
• reviewing the will to determine the tax implications,
• preparing the deceased taxpayer's tax return,
• analyzing tax-planning options to minimize the tax on the estate, the deceased, and the beneficiaries,
• preparing valuations required for tax return filings,
• advising on the optimal distribution of assets,
• tax and estate planning for a surviving spouse or other beneficiaries, and
• preparing trust returns for the estate.

We also review any estate planning done thus far for the family and modify it as appropriate.