Gift Tax Preparation in Lodi
R first Bookkeeping & Tax Practice is Lodi’s preferred choice for comprehensive gift tax planning and preparation. Our Gift Tax Consulting Services will facilitate your transfer of assets to a spouse, relative, or loved one so that the process is streamlined and your liability is reduced.
Call us today at (209) 933-0824 to schedule an appointment with one of our advisors.Book An Appointment
Knowledgeable Tax Law Specialists
Our knowledge of gift tax rates is exhaustive. When you partner with us, you’ll be benefiting from years of education, training, and experience in the complexities and nuances of tax law.
Beyond our far-reaching background in tax consulting, our specialists are committed to providing our clients with a stress-free and simple accounting experience. We are communicative, personable professionals who strive to create sound and astute financial plans for every unique situation we encounter. Schedule an appointment with us today to speak with one of our agents.
R first Bookkeeping & Tax Practice’s Gift Tax Return Preparation
Our Highly Trained Tax Specialists are well-informed on the required documentation for all types and amounts of gifts. We can assemble, prepare, and file all your gift and estate-related documentation in an efficient manner. We are adept at preparing:
- Estate income tax returns
- Trust income tax returns
- S. Gift and generation-skipping tax returns
- S. Estate tax returns
Although cash is the most common form of monetary gifting, it is not the only form a gift can take. Our team has assisted donors in gifting many types of assets, some of which include:
- Stocks and bonds
- Family heirlooms
- Life insurance policies
The above types of gifts must be appraised and reported to governmental tax agencies each year. Rest assured, our tax accountants will seamlessly guide you through this process. We’ll help you accurately appraise your non-cash assets to determine if they exceed the gift tax limit. From there, we’ll help you seamlessly plan, manage, administer, and distribute all of your assets, regardless of the form they take.
In-Depth Consultations with a Tax Specialist
Our team is wholly devoted to delivering astute gift tax consulting with professional integrity. To accomplish this, we begin our services with an in-depth, comprehensive consultation. Whether in-person or over-the-phone, we’ll discuss with you your unique situation and work closely with you to develop a customized strategy so that you can achieve your financial goals.
Our superior customer service is characterized by our personable disposition, communicative skills, and expert advice. We’ll lay your options in front of you and discuss their advantages and disadvantages. By the end of the consultation, you can expect to fully understand your tax liability.
Gift Tax Planning in Lodi
With us, gift tax rules are simple and straightforward. Our accountants will quickly and efficiently determine if your assets exceed the annual gift tax exclusion threshold, and develop and implement a sound strategy if it does. More than that, we’ll continually monitor your plan annually to ensure it is still effective within the ever-changing tax policy and regulations.
A successful financial future awaits you. Contact us today to schedule a consultation.