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Form 706 · Estate
Estate Tax & Post-Death Compliance
Estate administrations frequently involve multiple filings, valuation coordination, elections, and fiduciary accounting considerations.
Scope of service
Estate Tax Compliance & Elections
- Federal and state estate tax filings
- Portability elections and deceased spousal unused exclusion calculations
- Review of previously filed estate tax returns
Post-Death Reporting & Coordination
- Income tax filings during administration
- Cost basis and valuation coordination
- Examination and tax notice support
Fiduciary Accounting Support
- Estate accounting for fiduciaries
- Probate court reporting collaboration
- Coordination with counsel and administrators
Coordination
Working with your advisors
GET Compliance does not provide legal advice or serve as executor or fiduciary. The firm supports those roles by preparing and coordinating the required tax filings and accounting information.