Tax Services

Trust & Estate

Trusts are a valuable tool to preserve, protect, and transfer wealth. Our extensive trust and estate expertise can minimize the tax burden and ensure your beneficiaries receive exactly what you intended.

Mohle Adams services include:

• Preparing federal fiduciary income tax returns (Form 1041)
• Preparing state fiduciary income tax returns
• Preparing estate tax returns (Form 706)
• Post-mortem tax planning
• Optimizing tax benefits using beneficiary distributions
• Compliance with charitable trusts
• Income tax planning and projections
• Representing you in audits by the IRS and other taxing authorities