450-106 State Road 13
Suite 121
Saint Johns, FL 32259
1360 Giles Road
Monroe, GA 30655
678-TAX-7777
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Estate And Trust Administration
Our office is available to assist with estate administration, trust tax compliance, and gift tax reporting. In these situations, there are often questions as to the process, tax implications, due dates, and specific taxpayer responsibilities.
We will work with the stakeholders to consult on the ramifications, guide, and help resolve uncertainty about the processes.
Administration
Advisory
Reporting
Some of the forms involved in the Gift, Estate, and Trust filings: