Individuals:
Federal Form 1040 and State returns (all states).
Corporations (incl. S-Corporations):
Regular “C” Corporations or “S” Corporations (Form 1120 or 1120-S).
Partnerships & Limited Liability Companies:
Individual, Partnership or Corporate Limited Liability Company tax
returns. Federal Form 1040, 1065, or 1120 (all states).
Estates & Trusts: Federal estate Form 706, and
Connecticut succession tax returns, (S-1 or S-2). Federal & State
gift tax returns (Form 709). Federal and State estate or trust
income tax returns (Form 1041).
Estate planning with other professionals to minimize taxes and
ensure beneficiaries receive their maximum share of gift or
inheritance.