Gettry Marcus is committed to providing personalized service. We work with you to meet your client’s objectives. Whether it is assisting you with planning, preparing, or administering – our approach begins with understanding your clients’ needs.
Our team of tax professionals works closely with attorneys to formulate effective strategies for their clients. These strategies are aimed at preserving wealth, optimizing tax savings and helping to ensure compliance with appropriate regulatory bodies.
We Assist In The Following Areas:
- Business succession planning
- IRA distribution planning
- Income tax planning
- Charitable gift planning
- Bookkeeping services
We Prepare And/Or Review The Following:
- Estate tax returns (Form 706)
- Estate income tax returns
- Trust income tax returns
- Individual income tax returns
- Judicial accountings
- Tax calculations and tax projections
- Gift tax returns
Other Services We Provide:
- Supervise IRS audits of the Estate and Gift Tax returns.
- Administrative assistance for executors or trustees.
- Business Valuations – As Certified Valuation Analysts, we can provide your clients the benefit of our expertise in dealing with this intricate and multifaceted process