Tax Services
We prepare all federal, state and local tax returns and represent businesses and individuals before the Internal Revenue Service and other taxing authorities as necessary.
Services Include:
- Tax planning for individuals, corporations, partnerships, and estates
- Personal financial and retirement planning
- Structuring of mergers, sales and acquisitions
- Consultations regarding valuation issues
- Estate planning
Trust Services
Lund & Guttry can assist clients with the administration of trusts, conservatorships and probate matters.
Services Include:
- Preparation of trust, conservatorship, and probate accounting in a format accepted by California courts, and suitable for reporting to beneficiaries
- Assistance to trustees with allocation of assets from a living trust to new sub trusts created because of a death
- Referral to estate and trust attorneys
- Assistance with hiring appraisers
- Communication with securities brokers and financial planners