Professional, Accurate Tax Returns By Licensed & Credentialed Tax Accountants
We offer new clients a free telephone consultation which typically covers the following topics:
After you have retained our firm, we will provide to you a detailed list of documents needed such as copy of will, surrogate certificate, decedent’s last filed tax return, and items related to assets & liabilities, etc.
We offer three ways to provide your tax documents:
After we have received the estate tax documents, we will schedule a detailed tax interview with the legal representative of the decedent. This interview will include a review of assets and liabilities of the Estate and a discussion of the following topics if applicable:
Our goal is to make the filing of the NJ Inheritance Tax Returns as easy as possible for you and also to ensure that you pay the least amount of tax that your legally required to pay. To get the process started give us a call or email and we will get you on the right track.
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Free initial meeting to discuss your case
Evaluate your situation and provide a document list.
After we have prepared your return, we will submit your return to the NJ Division of Taxation - Inheritance Section via certified mail or overnight delivery.
After the Inheritance Tax Return or Waiver applications have been submitted, we will keep you informed as to estimated time of when waivers will be issued.
We are available for zoom meetings or in-person meetings at our office
Address: 650 Washington St, Toms River, NJ - 08753.
Office hours: Monday through Thursday. 9–5 PM EST | Phone: 732-244-4500