Our estate and trust CPA firm has many years of experience providing tax planning to estates and trusts as well as their beneficiaries to help minimizing income taxes.
We provide an integrated strategy and a comprehensive plan that coordinates the actions of all relevant parties to achieve the biggest tax savings possible. Our plan will consider many options for minimizing the estate taxes including deciding what assets to distribute and to whom, whether to liquidate assets, what investments to consider and more.
In addition, we have extensive experience preparing personal and fiduciary tax returns, gift tax returns and estate tax returns.
Learn more about our tax planning and preparation services for estates and trusts in Bakersfield, Sacramento, San Diego and throughout Central California and the Las Vegas area. Call us today at 1-877-71-TAXES and ask for Bassim Michael, CPA to arrange a free consultation.