Estates, Trusts & Partnerships Tax Planning and Return Preparation
Estate Planning and Estate Taxes
Pappas & Associates regularly advises clients on wealth transfers and the minimization of death taxes.
As part of our Estates and Trusts services we prepare and advise clients on the following tax returns:
Form 1041 – Estate or Trust Income Tax Return
Form 706 – Federal Estate Tax Return
All tax returns and filings related to Estates and Trusts.
Partnership Taxation
Pappas & Associates also provides tax planning and return preparation services for businesses and joint ventures that operate using the Partnership form of business.
Partnerships use IRS Form 1065 to report the annual results of their operations.