Estates, Trusts & Partnerships Tax Planning and Return Preparation

Estates, Trusts & Partnerships Tax Planning and Return Preparation

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Estate Planning and Estate Taxes

Pappas & Associates regularly advises clients on wealth transfers and the minimization of death taxes.

As part of our Estates and Trusts services we prepare and advise clients on the following tax returns:

Form 1041 – Estate or Trust Income Tax Return

Form 706 – Federal Estate Tax Return

All tax returns and filings related to Estates and Trusts.

Partnership Taxation

Pappas & Associates also provides tax planning and return preparation services for businesses and joint ventures that operate using the Partnership form of business.

Partnerships use IRS Form 1065 to report the annual results of their operations.

About Peter Pappas

Peter is a tax attorney and certified public acccountant with over 20 years experience helping taxpayers resolve their IRS and state tax problems.

He has represented thousands of taxpayers who have been experiencing difficulty dealing with the Internal Revenue Service or State tax officials.

He is a member of the American Association of Attorney-Certified Public Accountants, the Florida Bar Association and The Florida Institute of Certified Public Accountants and is admitted to practice before the United States Tax Court, the United States Supreme Court, U.S. District Courts - Middle District of Florida