Estate/ Trust/ Gift Taxation

Strategic Tax Solutions is specifically trained in the preparation of Estate Tax/ Trusts/ Gift returns. We can help you determine the taxable value of the estate, what your tax liability might be and ways you might be able to lessen that tax burden. In 2011, the Internal Revenue Service audited approximately 30% of Estate/ Trusts/ Gift returns. The tax rate for estates and gifts can be as high as 40%!

If we can help you with the preparation and filing of IRS forms 706, 709 and 1041, please let us know.