ESTATE, TRUST & GIFT TAX PREPARATION
ESTATE TAXATION AND PROBATE ADMINISTRATION
Madeleine Lewis has two decades of experience preparing a variety of tax returns. Her experience includes Comprehensive Probate Administration through preparing Estate tax returns (706s to 1041s).
TRUST TAXATION
An expert in Trust taxation, Madeleine will review your trust documents and professionally prepare your trust tax returns.
GIFT TAX
Frequently, a comprehensive estate and trust plan includes passing wealth to heirs through strategic gifting to minimize taxation. The rules that govern Gift and Generation-Skipping taxation are complex. Madeleine will ensure your planning in this area is sound, and your tax filings are precise and accurate.