Managing the tax obligations of an estate or trust can be complex and time-consuming. I specialize in preparing Form 1041, the U.S. Income Tax Return for Estates and Trusts. I am dedicated to providing precise, reliable, and comprehensive fiduciary tax services to ensure compliance and optimal tax outcomes.
The Beneficial Ownership Information (BOI) Reporting Rule is a significant regulatory requirement aimed at enhancing transparency in corporate ownership structures.
Oregon Form 706 is used to report and pay estate taxes for the estates of decedents who were residents of Oregon or owned property in the state at the time of their death. This form is necessary if the gross estate exceeds the Oregon estate tax filing threshold.
