estate tax services

whether you are filing the final returns for a loved one or you are filing annual irrevocable trust returns, our experts can help guide your family through the complex world of income and transfer tax.

Estate and Trust taxation is a highly complex and specialized area of the tax code. Filing the final income and estate tax return requires an experienced CPA to guide you in utilizing appropriate elections and tax saving techniques. If an Irrevocable Trust has been setup, the guidance and processing of the annual trust return can minimize taxes, while adhering to the grantor’s wishes and estate planning objectives.

When the time comes to file these returns, let our team at Rohr CPAs help you navigate the financial and tax responsibilities through a challenging time.