Estates, Trusts, and Gift Taxes

Expert Guidance for Complex Tax Needs

Managing taxes for estates, trusts, and gifts can be challenging and emotionally overwhelming. At Nationwide Tax Services, we provide expert assistance, ensuring your filings are accurate, compliant, and optimized to reduce tax liabilities. Our personalized approach addresses everything from inheritance taxes to structuring trusts for maximum benefit.

Estate Tax Preparation

We help executors and administrators with estate tax filings while working to minimize the tax burden on the estate. Our services cover valuations, deductions, and multi-property inheritances.

Trust Tax Filing

We specialize in trust tax preparation, ensuring accurate reporting of income and distributions while minimizing tax liabilities. Our team handles revocable, irrevocable, and charitable trusts.

Gift Tax Reporting

We assist with gift tax filings, ensuring compliance with IRS regulations and helping clients navigate annual exclusions, lifetime exemptions, and other rules.

Tax Planning for Estates and Trusts

We develop strategies to preserve wealth and optimize asset transfers and deductions, helping you plan for the long term.

IRS Representation

We provide representation for audits or IRS questions regarding estate, trust, or gift tax filings, giving you peace of mind.