top of page
Couple Sitting with Financial Advisor

Estate & Gift Tax Preparation 

Image by Towfiqu barbhuiya

​Take proactive steps today to ease your heirs during a very difficult time. We can work with your legal counsel to help structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.

Gift Tax Return

​

If you make a taxable gift (one in excess of the annual exclusion), you are required to file Form 709: US Gift (and Generation-Skipping Transfer) Tax Return. 

2

Estate Tax Return

​

More information Coming Soon!

3

Gift Tax Planning

​

More information Coming Soon!

Financial Report

Free Consultation!

Submit your information below and we will schedule a free consultation.

Thanks for submitting!

 1-800- CALL-FRANCIS
Enrolled-Agent.jpg

Francis Tax & Co​

Boston, MA

bottom of page