Business Owners + Individuals

Estate Planning

You’ve worked hard to build a comfortable life for your loved ones, and the last thing you want is to leave them with any financial stress when you’re gone. Good estate, trust and gift planning is essential to providing security and minimizing tax burdens. We understand the complex tax laws associated with estate management and are here to help you get your affairs in order for lasting peace of mind.

Estate Planning: Planning your final resting spot

Where you retire can have a big impact on your estate.

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News & Insights

News and insights


Washington CPA Chris Falco Educates Taxpayers About Tax Cuts and Jobs Act

CPA Chris Falco of the Washington accounting firm Falco Sult, lists the top three tips about changes to itemized deductions following the new Tax Cuts and Jobs…

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Our Client Portal Makes Sending Tax Information Easy!

The final tax deadlines of the year are approaching. If you still need to send tax information to us, we encourage you to use our secure, online…

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More News

Upcoming Deadlines

Upcoming deadlines


September

17

Partnerships If a 6-month tax extension was requested/obtained, file a tax return (Form 1065) and pay any tax due by this date. Provide each partner with a…

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October

1

Trust/Estates If you requested/obtained a 5 1/2-month tax extension, file your income tax return (Form 1041) and pay any tax due by this date.

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More Deadlines

Reach out to us, we’ll take care of the rest