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Victoria Bogdanovich CPAVictoria Bogdanovich CPA
Victoria Bogdanovich CPAVictoria Bogdanovich CPA
  • About Us
    • Small Businesses
    • Mid-Size Businesses
    • Individual Taxpayers
  • Tax
    • Business Tax Preparation
    • Individual Tax Preparation
    • Trust and Estates Tax Preparation
    • IRS Audit
    • Unfilled Tax Returns
    • Tax Consulting
  • International Tax
    • Expat Taxation
    • New US Residents
    • Foreign Assets Reporting
    • Inbound International Tax
    • Outbound International Tax
    • Dual Status Taxpayers
    • Foreign Trust Taxation
    • Foreign Investment in US
    • FATCA compliance
    • Int’s Bookkeeping
  • Accounting
    • Financial Statements Preparation
    • Review of your Books
    • Quickbooks
    • Xero Accounting
  • Advisory
    • Business Best Practices Coaching
    • Entity Structure & Tax Elections
    • Accounting System Analysis & Implementation
  • Pricing
    • Free Initial Meeting
    • Tax Return Fees
    • Manageable Cost for Service Year Around
    • Free Quote
  • Portal
  • Contact Us

Trust and Estates Tax Preparation

Home TaxTrust and Estates Tax Preparation

Trust and Estates Taxes

Effective estate and trust planning can ensure financial security for loved ones. At Victoria Bogdanovich CPA, our role is to help clients navigate the complex and shifting tax laws and advise them on how best to minimize the tax liability for beneficiaries. We take the time to thoroughly and thoughtfully walk each client through this process and ensure that they are comfortable and understand the tax implications associated with this ever-important plan for the future.

We prepare the annual Form 1041 for both simple and complex trusts, as well as Form 706 for decedents’ estates and Form 709 for annual gift tax reporting.  We also prepare Form 3520 and 3520-A for the grantors and beneficiaries of foreign trusts and recipients of foreign gifts.

Contact our firm today to learn more about how we can assist you with trust and estate tax return preparation.

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Contact Info

  • Victoria Bogdanovich, CPA
  • 3321 Bee Cave Rd Ste 201
  • 512-814-8311
  • info@victoria-cpa.com
  • www.victoria-cpa.com

Fresh from blog

  • Tax planning for physicians
  • Lower Auto Depreciation Limits Issued for First Time in at Least 3 Years
  • The Potential Tax Liabilities of a Divorce
  • Final Regs Address Taxes on Gifts to Taxpayers from Ex-U.S. Citizens, Residents

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