Estate planning can be a sensitive and emotional process, but it is an important step in ensuring that your wealth and possessions are properly cared for after your passing. At Draffin Tucker, we specialize in tax strategies for estate planning, but our primary focus is helping you achieve your non-financial goals for your loved ones. We understand that every individual has unique goals based on their family situation. That's why we take the time to get to know you and your needs, and develop a customized plan to help you reach your objectives. Our team works closely with attorneys and financial advisors to implement strategies that minimize gift and estate taxes and ensure that your wishes are carried out. Our team can help you navigate this important process with care and expertise.
Estate Return Preparation and Representation
Representation for Audit and Examinations by Taxing Authorities
Being selected for an audit can be a distressing and overwhelming experience, but you don't have to face it alone. At Draffin Tucker, we regularly represent clients before the taxing authorities and understand the stress that comes with it. Our goal is to minimize that stress by helping you understand the process, exploring your options, and negotiating a favorable resolution on your behalf. We know that an audit can be a daunting experience, but we are here to support you and represent you well. Trust us to guide you through the process and work towards a positive outcome.
Gift Tax Return Preparation and Planning
As an estate administrator or trustee, it's your responsibility to manage estates and trusts, including filing all necessary forms accurately and on time. This can be a complex task, especially if the estate includes a variety of assets such as stocks and real estate, each with its own reporting requirements. At Draffin Tucker, we have the experience and expertise to handle these tasks with ease. We know how to file correctly and take advantage of deductions that can reduce taxable income. Our team can handle the complexities of estate and trust management, so you can focus on fulfilling your responsibilities with confidence.