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
  • Structuring of mergers, sales and acquisitions
  • Estate Planning

Trust Services

Lund & Guttry can assist clients with 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