Estate Tax Planning

Estate Tax Planning

While many other CPA firms are inexperienced at preparing tax returns for estates or trusts, the team at Ludmila CPA has more than 10 years’ experience at it. 

Our experience matters more than you can imagine when you’re grieving the loss of a loved one and trying to make sense of their finances. Trust us to ensure the needed tax documents are handled accurately and efficiently, so that you and your family have peace of mind.

The best place to start is at the beginning, as you’re developing your estate plan. We work closely with your attorney to ensure you’ve considered all aspects of your financial picture, assist you in organizing your records, and provide insights into options that might help minimize the tax burden for your heirs.

Our estate tax planning services include:

  • Review of existing estate plans to ensure nothing has been overlooked or make recommendations about further adjustments
  • Ongoing monitoring of your plan to discuss how life changes may affect it 
  • Recommendations about advantageous tax strategies to lower estate tax burden
  • Filing of estate or trust tax documents and returns in timely fashion

Ludmila CPA is a full-service accounting firm in Reno and Incline Village specializing in tax services and financial solutions for small businesses and individual investors. We service clients in all 50 states and internationally. Call us today at 775-636-6601.