While most people associate tax preparation with a Form 1040 and April 15, there are several other tax returns that often need to be prepared and filed.  In addition to planning for tax issues beforehand, the firm advises and provides legal counsel to individuals and fiduciaries for the preparation and filing of the following:

• Federal personal income tax returns (1040)
• Federal fiduciary income tax returns (1041)
• Federal gift tax returns (Form 709)
• Federal estate tax returns (Form 706)
• State income and estate tax returns
• Generation-skipping Transfer Tax issues