Estate & Trust Tax Services
1. Estate Tax Preparation
Estate tax preparation involves the accurate and timely filing of required tax returns after the passing of a loved one. At LYNTAX Group, we guide you through every step of the estate tax process, from understanding the implications of estate taxes to filing Form 706 and ensuring all obligations are met. Our goal is to minimize the tax burden on your estate and maximize the value of your legacy.
- Federal Estate Tax Returns (Form 706)
- State-Level Estate Tax Filings
- Estate Valuation Assistance
- Estate Tax Minimization Strategies
2. Trust Tax Preparation
For individuals who have established trusts, tax preparation is critical to ensure that the trust complies with all federal and state requirements. LYNTAX Group offers comprehensive trust tax services, from filing the necessary tax returns for both revocable and irrevocable trusts to helping you understand the unique tax implications of your trust structure.
- Form 1041: U.S. Income Tax Return for Estates and Trusts
- Filing for Grantor Trusts
- Distributable Net Income (DNI) Calculations
- Trust Tax Strategy Advice
3. Tax Planning for Estates & Trusts
Effective tax planning is essential to protecting wealth and ensuring your estate or trust is administered smoothly. Our tax planning services are tailored to your individual goals, whether you’re seeking to reduce estate taxes, protect beneficiaries, or ensure your trust operates tax-efficiently. We work closely with your legal and financial advisors to create a plan that aligns with your wishes.
- Minimizing Estate and Inheritance Taxes
- Gift Tax Planning
- Charitable Giving Strategies
- Asset Protection & Wealth Transfer Strategies
- Strategic Trust Planning
4. Compliance & Reporting
We ensure all required tax filings are completed on time and in full compliance with federal and state tax laws. Our team stays up-to-date with the ever-changing tax regulations, so you don’t have to. From quarterly estimated payments to final filings, LYNTAX Group provides peace of mind that your taxes are in order.
- Tax Filing Compliance
- Ongoing Reporting & Documentation
- Quarterly and Annual Estimated Tax Payments
- Audit Assistance
Why Choose LYNTAX Group?
Experience & Expertise
Our team of tax professionals has years of experience working with estates and trusts, making us uniquely qualified to handle even the most complex tax situations. We take pride in offering practical, personalized advice based on your unique needs.
Comprehensive Service
Whether you’re preparing taxes for a recently deceased family member or looking to minimize the future tax burden on your beneficiaries, LYNTAX Group provides a full range of tax services to ensure your estate and trust planning is comprehensive and successful.
Personalized Approach
We understand that each client’s situation is unique. That’s why we take the time to listen to your needs and tailor our services to meet your specific goals. You’ll receive individualized attention and expert advice every step of the way.
Proactive Tax Planning
We don’t just react to tax issues—we proactively plan for them. Our tax planning services help you anticipate future tax obligations and implement strategies that can help reduce those liabilities over time.
Let Us Help You Secure Your Legacy
Managing estate and trust taxes can be overwhelming, but you don’t have to do it alone. Whether you’re just starting your estate planning journey or looking to optimize your current strategy, LYNTAX Group is here to help.
Contact Us Today for a Consultation
Phone: (617) 468-8177
Email: info@lyntaxgroup.com
Let LYNTAX Group Handle Your Estate and Trust Tax Needs
Our team of professionals is here to provide the expertise and personalized service you deserve. Contact us today to schedule your consultation and start securing your legacy with confidence.