Estate Returns
In the unfortunate situation that you find yourself in when a loved one passes away we can help. We have not only tax experience when needed but can meet with you to review a loved one's unique financial situation and guide you to required action when a loved one passes away in debt.
Different rules apply for the time frames of when a person passes away dictating the types of returns and the number of returns required to be filed.
Wills, estates, probates of property, dispersal of assets and the tax implications of such, are all very hard to deal with while you are dealing with the emotional issues at hand.
Let us help you with the tax issues with compassion and professionalism born of experience. We can guide you with the time frames required for each type of return and provide a steady guidance when needed