Gifts & Estates

Service Description

Our 706 & 709 services offer meticulous preparation and filing of your Gift or Estate tax Return. We conduct a comprehensive analysis of all reportable transactions made during the tax year, ensuring each transaction complies with regulations. We navigate the complexities of taxable versus non-taxable events, lifetime exemption calculations, and gift splitting with spouses, estate & personal deductions, and other facets.

Contact Details

• 811 West 7th Street, Los Angeles, CA, USA

  818-584-6536

  ideas@personatax.org