INDIVIDUAL

Gift & Estate Tax Planning/Compliance

Protecting your wealth (and the long-time security for future generations) with proper gift and estate tax planning is critical. However, not every firm has the ability to effectively provide this type of service. From changing regulations to the complexities involved in gift and estate taxation, only the most experienced professionals should be trusted with what you’ve earned throughout this journey we call life.

Our team is highly experienced with gift and estate tax planning and is capable of handling even the most complex situations. This means that when you choose AGRS Accounting for your gift and estate tax planning, you’re getting only the most experienced accountants in the industry working with you. We’ve built this firm to ensure that each client we take on has the most successful outcome possible.

Some of the gift and estate tax planning services we have experience with are:

• Charitable Trust Compliance/Planning
• Estate Planning
• Family/Charitable Gift Strategization
• Federal Estate Tax Return Preparation
• Federal Gift Tax Return Preparation
• Gift & Estate Tax Consultation
• Multi-Generation Wealth Planning

Are you looking for someone to manage your book keeping? Are you finding it hard to keep your taxation in order? Are you looking for some financial advisory? If you answered yes to any of the questions, get in touch with us today!