Estate, Trust & Gift Taxes

If you are unsure about whether or not an estate tax return needs to be filed for a decedent, than contact us and we will help you determine what needs to be done.  

Form 1041

If you need to report income in respect of a decedent or you have a trust set up, bring your documents to us and we will be explain what needs to be done.

Filing deadline:  Calendar year - April 15th of the year following the close of the tax year                                               Fiscal year - The 15th day of the fourth month following the close of the tax year

Form 709

Have you given someone a gift this year that has been in excess of the filing threshold?  Let us take care of your gift tax return for you.

Filing deadline: File no earlier than Jan 1st, but no later than April 15th, of the year after the                                      gift was made.

Extensions: Can be extended by filing extension for your individual tax return.