Estate/Gift Tax

Patricia Garcia is an enrolled agent – enrolled to practice before the Internal Revenue Service. Ms. Garcia has over 25 years of unique experience in the preparation of estate tax returns (Form 706), gift tax returns (Form 709) and related estate tax forms.  For estate tax returns, we have prepared returns for portability elections, taxable estates, calculation of GST, special elections, extension requests and assisted in estate tax examinations (audit).  For gift tax returns, we have prepared returns for direct gifts, skip gifts, gifts to Trusts, calculation of GST, and extension requests.  We also prepare the powers of attorney (2848), notices of fiduciary relationship (56) and cost basis disclosure reporting (8971).  We can assist attorney and CPA clients in preparing complete, detailed and thorough returns in a timely and efficient manner, or work directly with a client to prepare and file these specialized tax returns.