Then, we will give you an engagement with an actual resolution plan for the necessary and required tax filings including a final decedent tax return and trust return if required.
End of life financial matters can create a host of situations that require careful review and planning and often as is the case we must work with the family and the attorney to coordinate certain filing issues and specific elections related to the value of assets that transfer through trust or will.
Here’s How It Works:
Your $2,000 set up fee will be APPLIED AS A CREDIT against that total fee so you actually WIN by using the set up fee to offset any other fees to resolve your case. Every case is different and facts are always different so until we investigate the facts the best we can do is PROMISE you we will do it better, faster, and for less money to get a FINAL SOLUTION that could as in some cases mean you do not owe the IRS a dime and the problem goes away!
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