a15At G Petrov & Associates, we understand the delicate nature of estate, trust and gift issues. Passing on the assets of your estate to your heirs is a matter of family dignity, tradition and pride. Unfinished financial matters will burden the survivors and disputes between beneficiaries can have a damaging effect on family relationships.

Don’t leave a legacy of financial disorder. Let us assist you, so you can provide for your family.

Our team can assist you with:

    • Estate Tax Preparation
    • Trust Tax Preparation
    • Gift Tax Preparation
    • Planning of asset distribution to your heirs, while minimizing taxes
    • Estate Planning and Estate Plan Implementation
    • Planning for proper liquidity to pay obligations
    • Estate plans that will minimize disputes among beneficiaries

OUR SERVICES: Tax Preparation | Tax Planning and Tax Strategies | IRS and State Tax Representation | Business Advice and Strategies | Business Entity Selection and Incorporation | QuickBooks and CFO Services | Financial Audits, Reviews and Compilations | Financial Forecasts and Projections | Cash Flow and Budgeting Analysis | Estate, Gift and Trust Tax Preparation and Services | Financial Planning | Services for Non-Profit Organizations | Payroll Services