Kendall Financial Services
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Trust and Estate Tax

Professional Income Tax Preparation for Trusts and Estates

Income Tax Services for trusts and estates. Advanced tax planning strategies dealing with much more than just preparing the final tax return. Taking control of the postmortem planning process can be a powerful way to save tax dollars for the decedent’s estate and family.

Planning allocations between entities and beneficiaries is even more critical with higher tax rates on the horizon. We are here to advocate and support your complex trust and estate tax return needs. Email or call our office Monday–Friday between 9am–1pm 510-788-6681 to set up a free consultation.

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