You can tap into our nationally recognized expertise in this unique area of taxation. David Keene has published a number of
articles in national professional journals on estate and trust tax issues. David also has presented
seminars on accounting and tax topics for estates and trusts sponsored by the Washington State Bar Association, the Washington Society of Certified Public Accountants, the Seattle Estate Planning Council and others.
Our experience and ongoing training to keep abreast of the ever-changing tax laws allows us to provide the highest quality tax preparation services for a variety of situations, including…
-
Federal estate tax returns (IRS Form 706). The return reporting a decedent’s total assets less debts and allowed deductions to arrive at the taxable estate and tax liability due.
-
State estate or inheritance tax returns, as may be required
-
Washington estate tax returns
-
Federal income tax returns for estates and trusts (IRS Form 1041)
-
Federal Split-Interest Trust Information Return (IRS Form 5227) and federal information return for trust accumulation of charitable amounts (IRS Form 1041-A) for split-interest charitable trusts, including charitable remainder trusts
-
State income tax returns for estates and trusts, as may be required
Contact us today to set up an appointment and discuss your Estate or Trust Tax Preparation needs today.
