Tax Preparation

We are living in uncertain times. The only thing for certain is death and taxes. Now more than ever, clients are thinking about whether they have their affairs in order and if their loved ones and assets are protected should something happen to them.

We can understand the dedication and hard work it took to build your wealth and can truly appreciate the importance of preserving your legacy.

An Experienced Team

Our experienced team members here at Hall & Company will help guide and create a blueprint that is specifically designed to meet to your needs. Some topics of discussion include the following:

  • Strategies to maximize the transfer of wealth from generation to generation
  • Business succession planning
  • The workings of wills and trusts
  • Fiduciary accounting and how it relates to preparing the fiduciary income tax return (1041)
  • Estate and Generation Skipping Transfer Tax (GSTT) planning
  • Tax treatment of beneficiaries
  • Charitable trusts and planned-giving tax
  • Private foundations income tax return (990PF)
  • Estate and Death tax compliance (706)
  • Gift tax compliance (709)

    • If you would like to consult with one of our experts, please have available the following information and one of our team members will reach out to further assist you:

  • Strategies to maximize the transfer of wealth from generation to generation
  • Business succession planning
  • The workings of wills and trusts
  • Fiduciary accounting and how it relates to preparing the fiduciary income tax return (1041)
  • Estate and Generation Skipping Transfer Tax (GSTT) planning
  • Tax treatment of beneficiaries
  • Charitable trusts and planned-giving tax
  • Private foundations income tax return (990PF)
  • Estate and Death tax compliance (706)
  • Gift tax compliance (709)

    • Penny Chan, CPA

    Principal of Accounting Services P: 949-910-4255 ext. 236 E: pc@hallcpas.com

    Mai Nguyen

    Tax Manager P: 949-910-4255 ext. 255 E: mn@hallcpas.com

    Questions About Tax Preparation? Contact Us Today!

    Get in Touch with Us.