Patricia Garcia is an Enrolled Agent authorized to practice before the Internal Revenue Service. She brings more than 25 years of specialized experience in preparing estate tax returns (Form 706), gift tax returns (Form 709), and related estate and gift tax filings.
For estate tax matters, our work includes preparing returns for portability elections, taxable estates, GST calculations, special elections, extension requests, and support during estate tax examinations. For gift tax returns, we prepare filings involving direct gifts, skip‑person transfers, gifts to trusts, GST calculations, and extension requests.
Our services also include preparing powers of attorney (Form 2848), notices of fiduciary relationship (Form 56), and cost‑basis consistency reporting (Form 8971).
We assist attorneys and CPAs in producing complete, detailed, and accurate returns efficiently and on schedule, and we can also work directly with clients to prepare and file these highly specialized tax returns.