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Inherited Estate & Trust Tax Planning
Inherited Estate & Trust & Gift Taxes 
Living trust or will question on the page..jpg

Inherited Trust Tax Planning 

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  1. Trust Consultation & Planning

  2. Complete & File Trust Tax Returns

  3. CPA Case Review, Advisory & Planning

  4. E-Signatures To Sign Documents

  5. 24/7 Convenient Online System

  6. 24/7 Convenient Online Payment 

Inherited Estate Tax Planning

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  1. Estate Consultation & Planning

  2. Complete & File Estate Tax Returns

  3. CPA Case Review, Advisory & Planning

  4. E-Signature To Sign Documents

  5. 24/7 Convenient Online System

  6. 24/7 Convenient Online Payment

Gift Tax Return & Planning

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  1. Gift Tax Consultation & Advisory

  2. Complete & File Gift Tax Returns

  3. CPA Case Review, Advisory & Planning

  4. E-Signature To Sign Documents

  5. 24/7 Convenient Online System

  6. 24/7 Convenient Online Payment

Online Services Terms & Conditions:

1. Our service types do not constitute any accountant-client contract until engagements are signed and service deposit payment has been made.

2. We may not provide a quote without reviewing of your uploaded tax or documents. Our fee is based on complexity of client situation. 

3. Online clients should provide complete and correct information when submitting a request.  

4. We currently provide online and in-office services. No solicitation or any other irrelevant requests are allowed.

5. Your request will be reviewed and responded by our team in the order your request is received.        

Please Do Not Submit Same Request More Than One Time. Thank You.

Your Service Request Is Submitted And Will Be Reviewed By Our Team. We Will Respond To You During Our Office Hours In The Order Of Your Request Is Received. Thank You For Your Patience And Understanding!

Benefits Of Inheritance & Gift Tax Planning 

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​There are two certain things in life: Death and Taxes. At certain time you may face the situation(s): someone in your family you love the most has deceased or is going to pass away. We are sorry if you have lost or going to lose someone. During the recent Covid Pandemic, our Firm was dealing with hundreds of complex inheritance cases. Some of them have involved with litigations. We are with you if you believe you are or will be in these situations. Please be advised that inherited trust or estates are super complex and not completely free of taxes. In case you are the Trustee of a Trust or the Executor of an Estate, you have important fiduciary duties to manage the assets of the Trust or Estate. You should consult with lawyers in terms of your legal rights and CPAs in terms of taxes to comply with Federal & State tax laws. Keep in mind these are not your own assets. A mistake or mismanagement may go a long way and lead to series of unpredictable issues or Tax Audits and big losses of tax savings. How to plan and execute an effective inherited trust or estate planning relies primarily on the special expertise, experiences and strategies of related licensed CPA and Enrolled Agent. They must plan and handle your case properly. A suitable planning allows you to stay on top of what to expect now, not later. In many cases, planning in advance may save large amounts of taxes and avoid quite a few potential issues down the road. With many successful cases over years, our planning is detailed, well-worth to save you money, time and prevent potential future examinations or audits. Our CPA, EA and our Team, Professional Network, if needed, will work with you thoroughly with dedications every step of the planning. Our planning includes but not limited to your needs. 

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  1. Federal inherited Trust, Estate & Gift tax planning

  2. State inherited Trust, Estate & Gift tax planning

  3. Federal inherited Trust, Estate & Gift tax filings

  4. State inherited Trust, Estate & Gift tax filings

What Our Clients Say...

★★★★★ (Ann B.)

"After the terrible experience with my old CPA, I was very happy to meet Nick and Kimberley. Nick explained everything to me and answered all my questions. I have had a great experience with Nick Pham at CPA corner. He reduced my trust taxes and saved me a lot of money. I highly recommend Nick and the team at CPA corner. They are very professional and highly knowledgeable."

★★★★★ (Beautiful Smiles, Inc.)

"The CPA Corner Firm is a a great and helpful firm that I am using right now. Ms. Kimberly and her team is very knowledgeable about taxes. I had asked her to help me out with my business tax and personal taxes in a short period of time. She was willing to help and resolve everything to me. I am truly happy with their services and communication. Thank you."

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★★★★★ (Norman S.)

"I had the most complex challenging tax situation that needed correction from 2014. Nick and his staffs handled well the challenges of the taxes and also helped me feel relaxed. He is not only an excellent tax advisor but also an amazingly patient man. He is the best tax professional I have ever worked with!"

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★★★★★ (Antonio V.)

"Very responsive team, helpful and able to resolve our issue! We were so overwhelmed with our chaotic taxes this year but Nick & The CPA Corner team saved us big time. Thanks a lot!"

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★★★★★ (Yojana T.)

"I'm so thankful to have found The CPA Corner team, this is my 3rd year with them and I never have to worry about a thing when it comes to tax season! They remind me when I need to upload documents to start my tax return, I submit everything online on their secure, easy-to-use site, and they call me within a business day if I'm missing anything or to answer questions. It's good to know that Nick and Kimberly always have their client's best interests in mind -- thank you Kimberly for giving me a call before tax season started to get me prepared and answering all my questions in regards my 401-K and IRA!

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★★★★★ (Ballet School Of Orange County)

"Nick helped me walk through everything I needed to know in order to file my taxes for the first time for my business. He helped ensure that my tax liability was the lowest it could be and saved me thousands of dollars."

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★★★★★ (Mike C.)

"Nick is really good at finding the best way I should file taxes and making sure I get the maximum allowable refund. I went to The CPA Corner because I had multiple states with many other complex stuffs. He was very diligent with everything and took into account a number of things that I had initially overlooked. I was pleased with his quality service. Last but not the least, he is a nice, friendly guy, a tax professional that I can trust."

★★★★★ (Haylee D.)

"Kimberly is AMAZING! I had so many issues with my tax returns last year and had a few special conditions for my tax returns this year. She bent over backwards to help me and I greatly appreciate it! I will definitely be recommending their services to my friends and family, thank you so much CPA Corner!!!"

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★★★★★ (Mustafa A.)

"The CPA Corner, Inc. helped us resolve our complicated tax situation spanning over three years & dealing with numerous errors relating to my job relocation and home sales in two states. They're extremely responsive!"

★★★★★ (David R.)

"Nick is awesome. Let put his CPA credential  aside, talking and doing my taxes with him reminded me of doing them with my Dad. He is calm, affable, and patient. He listened to us and discovered the best way to save our taxes with good planning. I enjoyed what he did and he's so good at it"

★★★★★ (Mollie G.)

"We have worked with Nick & his team for a few years and referred a few clients to his office. They have all been very happy with his services. Nick puts great efforts in his work. He is knowledgeable and always looks out for the best of his clients’ interest"

★★★★★ (Tom E.)

"Professional, courteous and informative. Nick is busy, but that is because he takes his time reviewing everything to make sure he did cover everything. I would take that over other accountants that are quick just to rush us out the door. If you have a chance to work with Nick, you won't get a better service anywhere else!"

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