Death…and taxes. When a family member dies, there are usually financial matters to be resolved, and that typically includes estate tax filings. Ayer Tax and Accounting has extensive experience in the area of fiduciary tax returns for estates and trusts. We work closely with your attorney to make sure that all tax returns and related tax documents are filed as needed. This includes special situations, such as electing to combine an estate and a trust, or filing an estate tax return (Form 706) in order to make a portability election. Call Katy Ayer today to set up an appointment.

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