Planning For The Future

At Valley Tax, we are equipped to assist you with the difficult decisions of what to do with your assets now and after you’ve passed on from this life. Estate planning is not just about having a will or a trust. It’s having the appropriate tools in place to facilitate the transfer of your assets to the intended recipients with the least amount of difficulty, administrative costs, and taxes, while assuring that your wishes are carried out as you intended. It may mean exercising a gifting program while you’re still living, allowing you to witness the enjoyment that your loved ones experience. We can help you put together a professional team to make the process as efficient and painless as possible. With so many changes in estate tax law over the past decade and with more being predicted in the near future, a review of your estate plan is advised.

Preparation of Estate Tax Returns

We offer estate return preparation, both state and federal, when required. Our professional staff stays informed on recent legislation regarding the federal estate tax and current filing requirements. We look for post-mortem planning opportunities that may save your estate significant tax expense. Even when a federal estate tax form is not due, post-mortem planning can be considered to help ease the tax liability of the surviving spouse’s estate.

Preparation of Estate and Trust Income Tax Returns

We have income tax return preparers that have a vast amount of experience in preparing fiduciary income tax returns. The administration of estates and trusts can be tricky, and knowing the available elections, distributions rules, and filing deadlines is essential in competent administration. As a trustee, avoid possible problems by following the trust document precisely and using experienced help in preparing the required tax return forms.

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A Next Generation Accounting Firm™

As a Next Generation Accounting Firm, we are committed to being on the leading edge of industry best practices. We have seamlessly integrated technology into our accounting services—supporting a highly efficient end-to-end digital process and eliminating the need for paper. Our advanced, web-based platform provides personal, secure portals where we deliver documents electronically and share information with you in real-time. Regardless of the day, hour or location, you have convenient, confidential access to your financial data with a few clicks of a mouse.

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Phone 610.250.0862 • Fax 484.626.8990
Email: info@valleytax.net