Estate return preparation requires knowledge of estate tax laws and experience with reading and interpreting legal estate documents for wills and trusts. Our staff attends continuing education courses involving complex estate planning and has over 10 years experience working closely with estate counsel. In addition, Steward Ingram & Cooper PLLC uses sophisticated tax preparation software developed by CCH to prepare Federal and state estate tax returns. This software automatically keeps up with the usage of the unified tax credits for estate tax purposes and other information that is relevant on a yearly basis.
Many states have started requiring that tax return preparers file all income tax returns electronically unless the taxpayer provides a written election to opt out of the electronic filing process. Our tax preparation software has the capacity to file all eligible income tax returns electronically. This provides an additional layer of security for your tax information.