Estate Tax Returns

Compiling estate tax returns is more complex than personal tax returns.  Estate tax returns blend the personal tax return with the estate tax return.  Estate tax returns often require researching tax implications in relation to impact on beneficiaries.  If a clear and detailed Estate Plan exists estate tax return processes are streamlined, as tax planning is already done. 

Blackfish Accounting™ understands the variety of estate planning options that are available.  The Blackfish team works to tailor an estate plan that addresses each client’s specific personal and family goals. In addition, Blackfish’s provides referrals to qualified and professional lawyers with the skills and experience necessary to prepare estate planning documents such as wills, alter-ego trusts, joint spousal trust, and disability trusts.

Blackfish Accounting™ team meets can address special issues related to estate planning such as working along client’s lawyers to address income tax, accounting, and reporting requirements if an estate is subjected to legal action or forming a committeeship for a family member.  When a committeeship is required, Blackfish Accounting™ assists with Public Trustee record keeping and reporting requirements.

Blackfish Accounting™ understands that personal service helps clients succeed. As such Blackfish has implemented the Blackfish Accounting™ Advantage service policies that ensure each clients’ unique needs are met.

To learn more about Blackfish's estate planning or estate tax preparation services, phone or send an email.