FOR ESTATE, TRUST & GIFT

Tax Filings
We prepare Estate, Trust and Gift tax returns in all 50 states.

Fast Turn Around
Our unique system working with our clients and communication methodology means your taxes will
completed quickly and painlessly. 

Estate Tax Planning
Our goal is not only to reduce estate taxes but to recognize the emotional needs of our clients when designing an estate plan.

Avoiding Probate

We can structure your assets to avoid the costs and delays of probate. However, keep in mind that you may not want to do this for all of your assets.

 

Life Insurance

When designed properly, life insurance can provide needed liquidity and other benefits to an estate and it's beneficiaries. We will recommend as necessary.

Quality Advice
Whether it be once a year or once a day, you can can count on our advice to be timely and accurate. We have convinced our clients that no question is a stupid question.

Trusts
Trusts are a very powerful tool that can be used to reduce estate taxes and to provide liquidity to an estate. If your estate has illiquid assets such as real estate, a trust can be quite useful.

Gifting
Gifting cash or other assets to your heirs during your lifetime is a popular estate planning tool. Proper use of this can save an estate thousands of dollars.

IRS Problem Resolution
We can communicate with the IRS or local government on your behalf. We can clarify matters and work out the best arrangement for you.

 

Call us for an initial free consultation.

 

RELATED LINKS

 


Home About Us Our Mission Our Services Tax Tips Stock Options Ask Us Contact Us Links  Google

 

 

 

 

Ratafia and Company, is a New York based CPA and accounting firm operating with offices in NYC and Westchester County delivering corporate, personal and tax planning services. We have operated as NY accountants since 1993 and our firms services transcend the traditional accountant role to include personalized corporate tax preparation and filing, tax planning, incorporations and start-up services, IRS problem resolution, Quickbooks training and support.