Individual transfer and income tax compliance and planning
- Transfer Certificate (Form 5173) requests before the Internal Revenue Service
- Representation before the Internal Revenue Service
- Preparation of US Federal estate tax returns
- Preparation of US Federal gift tax returns
- Preparation of US Federal income tax returns
- Preparation of US informational returns and statements
- Estate and income tax planning
- Wills and trusts
- Living Wills
- Powers of attorney
- Estate administration
- Consultations for accounting firms and law firms