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Estate Tax Returns
The loss of a loved one triggers many emotional and complicated decisions – among them, how to effectively handle estate matters. Family members are typically anxious about the process and eager to complete it quickly and efficiently. But unless they turn to an experienced source, the process may instead by fraught with delays, complications, and high costs.

The estate tax specialists at Clairmont, Paciello & Co. are highly skilled at handling estate tax returns that range from the simplest to the most complex. By using an automated, streamlined approach, we complete estate tax returns quickly, accurately, and cost-effectively. Our services include:
  • Preparation of federal estate tax returns

  • Preparation of state inheritance and estate tax returns (all states)

  • Working hand-in-hand with executors to ensure proper and timely filing of all tax returns

  • Assistance to executors in probating the will

  • Assistance to trustees in the administration of trusts

  • Preparation of the estate’s income tax return

  • Assistance in gathering all assets, income, debts and expenses of the decedent

  • Preparation of the valuation and inventory of assets (as required in some states)

  • Preparation of the final estate accounting, which reconciles all cash, assets, debts, income and expenses that flowed through the estate and were under the guise of the executor
Through CPC Financial Planning, we can offer assistance to executors and beneficiaries in investing estate assets. 
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Securities and advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Advisory, tax, and Audit services offered through CPC Financial Planning, Inc., a registered investment advisor, not affiliated with Royal Alliance Associates, Inc.


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