Estates & Trust Planning & Preparation

Preparation of Estate Tax Returns

Wilson, Wilson and Taylor offers estate tax return preparation for both state taxes and federal taxes, when required. Our professional staff of Certified Public Accounts stays up-to-date on all recent tax legislation regarding the federal estate tax and current filing requirements. We look for post-mortem planning opportunities that may save your estate significant tax expense. Even when a federal estate tax form is not due, post-mortem planning can be considered to help ease the tax liability of the surviving spouse’s estate.

Preparation of Estate and Trust Income Tax Returns

We have income tax return preparers that have a vast amount of experience in preparing fiduciary income tax returns. The administration of estates and trusts can be tricky, and knowing the available elections, distributions rules, and tax return filing deadlines is essential in competent administration. As a trustee, avoid possible problems by following the trust document precisely and using experienced help in preparing the required tax return forms.