Tax Services
Trusts and estates come with complex tax obligations. We make sure nothing gets overlooked.
Our team handles fiduciary filings, estate and gift returns, and tax planning for trusts, estates, and beneficiaries. With tailored guidance, we help clients meet requirements with accuracy and confidence.
Fiduciary income tax filings for trusts and estates
Estate and gift tax return preparation
Tax planning strategies for trusts, estates, and beneficiaries
Back tax review and resolution
Business and real estate tax support related to trust holdings
Services
Team members
Drawing on deep expertise in estate and fiduciary tax, our CPAs provide clear, reliable guidance tailored to your situation.
MANAGING PARTNER
Wendell K. Lee
CPA, CGMA, MT
PARTNER
Michael H. T. Lee
CPA, CFE
Meet with us
Let’s talk about how we can support your tax needs, whether you’re planning ahead or addressing an active matter.