The death of a loved one is often an emotional and traumatic experience. Family and friends are absorbed with funeral arrangements and coming to grips with the situation. When all of the human elements have been taken care of, the inevitable tasks of wrapping up financial and tax issues begin to come to light. You can count on us to guide you, advise you, and work with you to address final reporting requirements and potential future reporting requirements.
Call us to assist you with:
Final 1040 for Decedent
Income in Respect of the Decedent (IRD)
Form 1041 U.S. Income Tax Return for Estates and Trusts
Form 706 Federal Estate Tax Return
Form 709 United States Gift (and Generation Skipping Transfer) Tax Return
Trustee services and guidance
La Verdure & La Verdure, P.C. CPAs
625 18th Street
Plano, TX 75074 Phone: 972.423.7600 info@laverdurecpa.com
