Estate & Trust Tax Services

Estate and Trust Tax Preparation Helps to Preserve, Protect, and Enhance Your Financial Legacy

Estate and trust tax preparation and planning are an important part of managing your financial future--and it’s not just for the one percent; it’s important for everyone--especially if you have a spouse or children or own a business.

As your trusted advisor, we help you develop an estate and trust plan that protects wealth and minimizes the tax burden on you and your loved ones.

While protecting your assets is critical to ensure financial security for your loved ones, we know that estate planning and trust tax return preparation is not easy and often requires specialized knowledge and expertise.

We understand fiduciary tax laws and are here to help you.

Our tax and accounting professionals have many years of experience helping clients just like you. We work closely with investment advisors, attorneys, and other financial professionals so that we are able to develop a long-term estate plan that meets the individual needs of every client and stay current on tax law changes that affect estate and tax trust preparation.

Our estate and trust services include:

  • Ensuring that your assets are allocated to spouses, children, trusts, and charities
  • Periodic review of your estate plan and trust tax situation to ensure financial goals are met
  • Gift tax returns and strategies
  • Business succession planning
  • Trust administration
  • Trust income tax returns
  • Estate tax returns

Don’t your loved ones deserve peace of mind?

Preparing income tax returns for trusts and estates can be complicated. If you need assistance with estate and trust tax preparation we are here to help. And if you haven’t developed an estate plan it’s not too late.

Please contact us by using the form below:

Name
E-Mail
Phone Number
Best time to call
Comments




Get In Touch

At Armstrong, Vaughan & Associates, P.C., we've been serving the accounting needs of San Antonio area and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.

Please fill out this form and let us know how we can be of service.

Thank you for visiting. We look forward to working together!

Armstrong, Vaughan & Associates, P.C.

941 West Byrd Blvd., Suite 101,
Universal City, TX 78148
T: (210) 658-6229
F: (210) 659-7611
E: info@avacpa.com

Connect

Facebook  LinkedIn  Google+

© 2019

Search  Site Map  Privacy Policy  Disclaimer
Back to top

Get In Touch

Client Portal Login

Subscribe to our Newsletter