Estate & Inheritance Tax Return Preparation

Estate & inheritance tax Return Preparation

Taking on the role of trustee or executor of an estate comes with many important financial obligations including tax compliance. Don't take risks with taxes, turn to Whale, Mallozzi & Padgett PC for reliable estate tax return preparation services. We make it our business to know the associated tax laws so you can minimize estate taxes and be confident that you're in compliance. We always stay on top of the latest tax law changes to keep our methods current and help you avoid tax penalties.


Our tax services are also ideal for estate attorneys. Outsourcing estate tax preparation to us on behalf of your clients ensures that all tax filings are submitted on time and reduces the risk of an audit. With us on your team, you'll be free to focus on the legal side while we handle all your estate tax compliance needs.


Find out how working with Whale, Mallozzi & Padgett PC can take the pain out of tax time! We skillfully prepare estate tax returns for individuals and attorneys. Call us now at 732-945-5995 or request a consultation to learn more.


Estate tax return preparation services:

  • Estate tax returns
  • Gift tax returns
  • Income tax returns for individuals
  • Fiduciary income tax returns
  • FBAR filings and foreign asset reporting
  • Tax minimization strategies
  • Estate tax returns
  • Gift tax returns
  • Income tax returns for individuals
  • Fiduciary income tax returns
  • Tax minimization strategies


Inheritance Tax

Not all states have death taxes, but New Jersey does. If you live in New Jersey (or Pennsylvania) and inherit money or assets, the state may require that you pay taxes. The amount of tax and whether you’re required to pay depends on several factors. If you’re a close relative like a sibling or spouse and the amount of the inheritance falls under a certain threshold you may be exempt. But in many other situations beneficiaries must pay state taxes. To accurately assess whether or not taxes are incurred and if so how much, turn to Whale, Mallozzi & Padgett PC. We prepare inheritance tax returns for taxpayers in New Jersey and Pennsylvania.


If you’re a family member executor or trustee, we will carefully prepare the inheritance tax return for the estate or trust and file it promptly to avoid penalties. For attorneys, it makes financial sense to enlist the expertise of an estate accountant when it comes to inheritance taxes. Our firm offers many years of experience in estate tax compliance so you can be confident that your clients’ estate tax returns will be calculated accurately and filed on time, every time.


Contact our firm at 732-945-5995 or request a consultation online to learn more about our inheritance tax services.

We’re only a phone call away! Call (732) 945-5995 and let us know how we can help.

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