At W3, I am responsible for preparing federal, state, and city Trusts and Estate and personal tax returns. In this role, I coordinate with clients’ attorneys, trustees, and executors of deceased taxpayers. When someone has a loved one pass away, I walk them through the process of managing the decedent’s assets, filing tax returns, and making distributions to beneficiaries. With over 20 years of experience, I have helped numerous of our clients save money through detailed analysis and timing of the filings.
