Estate & Trust Tax Preparation

Shouldn’t you trust the person preparing your trust taxes?

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Let our trusted professionals help you by taking the guesswork out of estate and trust taxes while ensuring a favorable outcome to your trustees. The experienced team at The Innovative CPA Group can prepare fiduciary income and gift tax returns. Our team will help you look at opportunities to minimize tax expenses and help you understand trust document intentions while adhering to current tax laws.

Stay ahead with a team who is informed on current legislation regarding federal estate tax & filing requirements.

Rely on the team to look for post-mortem planning opportunities that may save your estate significant tax expenses.

Provide trustees with the experienced assistance they need to follow trust document intentions.