Preparation of income tax returns for individuals and beneficiaries related to such estates and trusts. In addition to timely, high-quality service, I strive to provide all of my clients with very close, personal attention that should be expected by all individuals. The fiduciary role of executor, personal representative or trustee is an important responsibility and can be extremely overwhelming at times (especially if someone is also dealing with the loss of a loved one).I work closely with these fiduciaries and provide advice, guidance and assistance with some of the duties they are required to perform.
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The estate tax is a tax on an individual's assets as of their date of death. Not all individuals are required to file an estate tax return and pay estate taxes. If you live in Massachusetts, you may be required to file an estate tax return if your assets (including the value of certain assets gifted during your lifetime) total $1,000,000 or more.
What is a client portal? It is a secure (same 128-bit encryption as banks) online storage area used to send, receive, and/or store sensitive client information such as tax returns, financial statements, and QuickBooks backup files for a limited period of time. This is a safer alternative to e-mailing for communicating and collaborating with clients and meets the requirements of the Massachusetts Data Security Law (effective 3/1/2010).
Reviews (1)
Josephine Sayegh
Nov 04, 2019
