Being an executor of an estate or trustee of a trust poses unique a situation when it comes to tax preparation. It’s essential to understand the required tax filings and the impact the new tax circumstances may have for the involved individuals, including yourself.

For business owners who have recently had a business and its assets transferred to them, it’s important to identify ways to reduce or potentially eliminate the tax due.

At Hall & Company, our team has decades of experience with estate and trust tax preparation. We help you evaluate your unique situation and file the necessary tax forms for estate and/or trusts.