Estate Tax Services
and gift tax planning and filing
Tax Planning Services
With a background in tax law and extensive experience in estate tax matters, I can help you with all of your estate tax planning needs. This includes preparing and filing federal estate tax returns and federal gift tax returns. It is my custom and practice to work closely with my client’s tax advisor and CPA to offer the client the best overall tax preparation and legal services possible. I am also knowledgeable on estate tax matters affecting non-resident aliens who own U.S. assets.
Estate Tax Service Fees
Depending on the needs of the client and the tasks required, charges may include a flat rate, an hourly rate, or a combination of both flat and hourly rate. Estate tax service fees are determined on a case-by-case basis after a free initial consultation.
Contact me for a consultation on estate and gift tax planning.