Skip to content

Estate, Gift, and Trust Tax Return Preparation

Our firm provides expert preparation of federal and state estate, gift, and trust tax returns.  We have tax preparation experience in diverse planning vehicles including trusts, partnerships, limited liability companies, charitable and family transfers, and financial instruments.  We provide post-mortem consulting and compliance services for estates that have significant tax exposure.


We can take care of your books for you, so you can get back to the job of running your business and generating profits.
Learn More...
We can offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
Learn more...
We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
Learn More...

© ROI Business Services, LLC 2021