Our Clients

We are not accepting any new clients for personal or business returns.

We are only accepting new clients who have a Form 1041 Trust/Estate or Form 706 Estate Tax filing requirement.  This does not include your living, revocable Trust while one or more grantors are still alive and serving as Trustee.  We cannot take on new individual or business accounts unless you also have Irrevocable Trust, Probate Estate, or Estate Tax filing requirement.