FOR INDIVIDUALS Preparation of income and gift tax returns, including multi-state returns Income tax planning and projections Estate and gift tax planning Representation before IRS and state tax authorities FOR FIDUCIARIES Fiduciary income tax returns (Form 1041) during the period of trust or estate administration and for ongoing trusts Estate tax returns (Form 706) Decedent’s final personal tax returns Income tax returns for a conservatee or ward Assistance with trust allocation and funding Fiduciary accountings, including court-supervised accountings

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