We have prepared federal estate tax returns for decades. We adhere to a detailed, organized, and thorough presentation process we call the “blueprint process.” In short, our experience has taught us that the IRS follows, if not welcomes, this blueprint process as it typically anticipates and answers most, if not all, likely questions that may arise from months if not years of correspondence requests involving a federal estate tax return.
We are also well experienced in the details of federal estate tax preparation. We compose QTIP elections, credits for foreign death taxes, credits for tax on prior transfers, generation-skipping transfer tax (GSTT) allocations, portability elections, etc. We are well versed in every aspect of federal estate tax return preparation and filings.
Above all, we work as collaborators. We recognize that clients may have law firms or tax firms that prepare the Form 706. We can serve as a reviewer of such work to ensure that every possible reporting position and election that benefits a client is considered. Our experience teaches us that our legal and tax professional peers welcome a review of their work. It all adds up to a collective effort to provide the client with the best possible result and experience.