Individuals, corporations,
partnerships and estates

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