Estate Tax Compliance
FORM 706 • FORM 1041 • VALUATION • EXEMPTIONS • PORTABILITY • STATE FILINGS Expert estate tax preparation and compliance to ensure your estate is accurately reported and fully optimized for available credits and deductions. We coordinate valuations, filings, and IRS correspondence—helping executors and families minimize exposure and meet all federal and state deadlines with confidence.
Our Key Services
What We Handle
Our Process
Review
Analyze estate documents, will provisions, and prior filings for reporting needs and available exemptions.
Value
Coordinate asset appraisals and determine fair market valuations.
File
Prepare and submit Form 706 and applicable state returns with supporting schedules and documentation.
Elect
Implement portability and spousal exemption elections where applicable.
Reconcile
Align estate income, deductions, and credits for accuracy and compliance.
Defend
Respond to IRS or state notices and provide full audit representation.