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Description
Assistance for Executors and Trustees.
I Can Assist You With:.
Helping You To Layout Your Estate Plan.
Executor Administration.
Preparation of Accountings.
Can Serve as Executor or Successor Trustee
Categories
Services
Trust Administration. Tax Return Preparation. Estate Tax Return - Form 706. Final Individual Income Tax Returns - 1040. Estate / Trust Income Tax Returns - 1041. Gift Tax Returns - Form 709
Languages Spoken
English
Certifications
Certified Public Accountant (CPA). Certified Trust and Financial Advisor (Ctfa)