Stop sending 706 prep to CPAs — keep the work in-house, protect your margin, and save dozens of attorney hours.

Estate tax returns are among the most complex and time-consuming projects in trusts & estates practice. I take the burden off your firm by preparing attorney-ready 706 packages that are accurate, organized, and designed for efficient review and filing.

With 50+ returns completed, including estates exceeding $50 million, I provide high-level support that saves attorneys and associates hours while keeping the work in-house and billable.

Why Firms Choose This Service

• Profit protection: CPA outsourcing often costs $5K–$20K+ per return. I keep the work in-house as paralegal time, protecting your margin.

• Accuracy without overhead: Attorney-ready drafts with schedules, elections, and supporting documentation.

• Proven expertise: 50+ returns, from portability filings to estates with complex GST allocations, multi-state property, and high-value assets.

Areas of Expertise

• Tax & Compliance: Gift tax tracking, unified credit, GST allocations and calculations, community vs. separate property issues.

• Complex Assets: Multi-state property, mineral interests, business holdings, commercial real estate, other unusual or high-value assets.

• Professional Coordination: Work seamlessly with CPAs, appraisers, and valuation experts at attorney direction.

Pricing Options

• Hourly: $200

• Flat-Fee Engagements: Available based on scope and complexity. Custom pricing provided after consultation.

All services performed under attorney supervision. Not intended as legal or tax advice.

Keep 706 prep in-house, protect your margin, and save dozens of attorney hours.