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Estate and Trust Tax Services

We have been diligent in our expansion of estate and trust tax services through our work with several area attorneys, trust officers, and bank officers.  Our knowledge of the intricacies of the estate tax law at both the federal and state levels allow us to be forward-thinking which is necessary to help minimize the overall estate taxes and subsequent income taxes.  For instance, in the year 2002, we prepared approximately two estate tax returns per month.  When also considering the trust and estate income tax returns that arise out of the estates, it is clear that we have the experience to help you with your estate and trust tax needs.