Our Services
Focused compliance for gifts, estates, and trusts.
GET Compliance provides federal and state tax compliance, fiduciary accounting, and related advisory services exclusively in these three closely connected areas.
01 Form 709 · Gift Gift Tax Compliance Lifetime transfer reporting, disclosure considerations, and valuation coordination. 02 Form 706 · Estate Estate Tax & Post-Death Compliance Estate tax filings, portability elections, and fiduciary accounting support. 03 Form 1041 · Fiduciary Fiduciary Tax & Accounting Federal and state filings across irrevocable, charitable, grantor and non-grantor trusts.
How we work
Specialized support within an existing advisory team.
Engagements are commonly managed in coordination with attorneys, executors, trustees, wealth advisors, and CPA firms.
GET Compliance defines the reporting scope, coordinates the tax and accounting work, and communicates clearly with the professionals responsible for legal advice, fiduciary decisions, valuation, and administration.