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ESTATE TAX COMPLIANCE AND PLANNING

YZ CPA Accounting understands the importance of estate planning which is an essential part of tax preparation.  Issues pertaining to estate planning include significant assets, any cross-border properties and complex challenges.  Careful and orderly estate planning simplifies the smooth changeover of assets to your beneficiaries, provides financial comfort to surviving loved ones, and can reduce or eliminate the taxation due to the dissolution of your personal and business assets.  

We will guide you through the process of your financial affairs in order and lend our expertise in the following areas:

 

  • Partnership ant trust compliance and declaration
  • Estate and trust Planning
  • Deceased taxpayers tax filings

Services of tax preparation, tax planning, and consulting to trusts and estates.

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