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Estate & Trust Tax Services

Income Tax Services

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Estate & Trust Tax Services

Estate and trust tax services are a significant part of the tax services industry. The estate and trust tax services industry includes the preparation of estate, gift, and generation-skipping transfer (GST) tax returns. Our highly organized legal and tax professionals with extensive experience building collaborative relationships with clients and colleagues to deliver meticulous document preparation and legal research services.

The estate and trust tax services industry are largely dependent on the size of the estates being taxed. Most estates are small; they do not require a lot of resources to prepare their returns. However, there are some estates that require more resources because they have complex investments or other assets that need to be valued and reported on the return.