Preparation of Fiduciary and Estate Tax Returns

We have extensive experience preparing the following trust and estate-related tax returns:

  • Form 709 - Gift Tax return
  • Form 706 - United States Estate Tax return
  • Form 1040 - Decedent's final personal income tax return
  • Form 1041 - Fiduciary tax return for administration of estate
  • Form 1041 - Other fiduciary tax returns such as By-Pass Trusts (Credit-Shelter Trusts or Exemption Trusts), Special-Needs Trusts, Generation-Skipping Transfer Trusts, and Charitable Trusts

Get In Touch

At Meisser & Associates, we've been serving the accounting needs of Santa Cruz, CA and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.

Please fill out this form and let us know how we can be of service.

Thank you for visiting. We look forward to working together!

Meisser & Associates

8030 Soquel Ave, Suite 100,
Santa Cruz, CA 95062
T: (831) 999-1700
F: (831) 999-1701


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