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Estate Assistance

If you are an Executor of a Trust or Estate, the Administrator or Trustee, you will have a lot of work ahead of you. 

We can help with a few things, like:

  • Filing the paperwork for a Tax ID number for the Estate or Trust.

  • Asset Valuation for Tax or Court purposes.

  • Filing the final 1040 tax return, as well as the 1041 Tax Return for Estates and Trusts.

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