Services-- Estate Tax Help | Expatriate Tax Service from

By: Globaltaxhelp  09-12-2011
Keywords: Tax Services, Professional Services, Estate Planning

While each professional services engagement is different, the following will give you an idea of the range of Estate Tax services provided through, including any or all of the following, as you choose.

Your Attorney’s Tax Compliance Expert
We work with your attorneys, especially if their firm doesn’t prepare tax returns, to assure that all the details and fine print have been complied with for all relevant US-based taxing authorities.  We advise you and your attorney on the several tax return election choices which must be made by the executor, and which combination of elections will result in the lowest possible tax burden on the estate.

We advise on selection of asset valuation date alternatives and maintain focus on minimizing the impact of all taxes that impact an estate and its heirs.

Tax Compliance and Preparation
We handle all aspects of state and federal estate taxation, including preparation and filing of:

  • Estate tax returns (Form 706)
  • Gift tax returns (Form 709)
  • Estate and Trust income tax returns (Form 1041)
  • Decedent’s final income tax return (Form 1040)
  • State and local tax returns required of estates (varies by locale)

We track down and/or obtain asset and liability documentation, including insurance company policy valuations (Form 712), land, auto, and other registered property titles.

We coordinate with attorneys, executors, and valuation experts (when used), to assure proper compliance with all applicable Federal, State, and Local tax laws, yet avoid needless overpayment of estate taxes.

Damage Control i.e.  Post-Mortem Estate Planning
Too often, one finds oneself in the role of executor for an estate that was poorly planned or not planned at all.  You find yourself responsible for an estate where the will is woefully outdated, or is in conflict with one or more trust agreements, some of which can be in conflict with each other.  Conflicts with provisions of pension plans and IRAs further complicate things.  We advise you and your attorney on tax implications for disclaimers, releases and surrenders.  We also advise on remedies to avoid post-mortem double taxation, and provide post-mortem planning for foreign situs assets and foreign beneficiaries.

Estate Planning While There is Still Time
We list this service last, because most clients are attorneys and executors of estates for people who have already passed on.  That is usually the point at which we become involved, with one or more of the above listed services.  However, for those still in charge of their own affairs…

An ounce of prevention…  The key to avoiding tax over-payment and ultimately, financial security, comes through planning!  Most of us fail to do a very good job of it – at the cost of very real money, time – and if an audit is triggered – hassle and additional expense.

We, working along with your attorney, offer tax, estate and retirement planning – from an experienced, seasoned point-of-view.  To use an analogy, we don’t want our clients to be pioneers (with the arrows in their backs), but settlers.  In tax planning, this means using progressive, up-to-date strategies that have been court or IRS-approved, rather than using a recklessly aggressive approach which provokes a challenge. fees are based on time and complexity, with an estimate provided in advance.

Keywords: Avoiding Tax, Compliance, estate, Estate Planning, income tax, income tax returns, Professional Services, Tax Compliance, Tax Compliance And Preparation, Tax Return, Tax Returns, Tax Services,

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Services for Foreign Nationals | Expatriate Tax Service from

Special rules apply to foreign government personnel, students, teachers and a few other special occupations.Non-resident Aliens: Non-US citizen not qualifying under the two Resident Alien tests, but with assets in or income earned in the US, giving rise to possible US income or estate tax filing obligation.


Expatriate Tax Service from

Definition of Foreign National as either Resident or Nonresident AliensCompliance – Preparation and Filing of Tax Returns for Foreign NationalsTax Audit RepresentationPower of Attorney ServicesTax, Estate, and Retirement Planning – especially for Foreign Nationals. Compliance – Preparation and Filing of Tax Returns for ExpatsExpatriate Tax Audit RepresentationPower of Attorney ServicesTax Estate, and Retirement Planning – especially for Expats.


How to Get Started with

Doing expat tax returns often creates a some flurry of state and/or IRS follow-up correspondence which adds anywhere from 1 to 5 hours of additional work on our part. We shall make every effort to complete your returns before their normal due dates, assuming at least 72 hours prior receipt by us of your input materials. FEES: The fees are three stage – pre-preparation, preparation, and follow-up.


Services for Expats | Expatriate Tax Service from

Compliance – Preparation and Filing of Tax Returns Using information provided by you, we prepare any United States and individual state tax returns you may be required to file – ranging from individual or business income tax to estate, trust and partnership returns.