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