Trust and Estate Tax Preparation

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Trust and Estate Tax Preparation

Our firm excels in trust and estate tax preparation, offering specialized services for fiduciaries and beneficiaries on Long Island. We handle Form 1041 for trusts, including revocable living trusts, irrevocable trusts, and complex grantor trusts, with a keen eye on income distribution deductions (IDD) and fiduciary accounting to optimize tax outcomes. For estates, our expertise covers Form 706 estate tax returns, ensuring proper valuation of assets and portability elections.

Our Long Island trust tax services include:

‣ Guidance on generation-skipping transfer (GST) taxes

‣ Charitable remainder trusts

‣ Ccompliance with New York state estate tax laws

If you're searching for reliable individual tax preparation near me on Long Island, contact us today to schedule a free initial consultation and discover how we can simplify your personal income tax filing.

☎ 516-493-2967

Our Services :

  • Tax Preparation & Planning

  • Tax Resolution Services

  • Virtual CFO Services

  • Bookkeeping

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