Description

Estate and Gift Tax Service for U.S. Individuals & Foreign Investors

U.S. estate and gift tax rules can be complex and costly if they are not handled properly. Our estate and gift tax servicehelps individuals, high-net-worth families, and foreign investors understand their IRS obligations and structure their assets for maximum tax efficiency. We ensure full compliance with U.S. tax laws while helping you preserve wealth across generations.

What’s Included in Our Estate & Gift Tax Service

• U.S. estate tax planning and calculation

• Federal gift tax return preparation (Form 709)

• Cross-border inheritance and trust guidance

• IRS compliance and representation

• Tax-efficient wealth transfer strategies

• Non-resident estate tax planning

• Review of past filings and IRS correspondence

• Personalized consultation with a CPA

Our estate and gift tax service ensures that your tax filings are accurate, timely, and aligned with U.S. IRS regulations.

Who Needs This Service

This service is ideal for:

• U.S. citizens or residents gifting assets above the annual exclusion

• Foreign investors owning U.S. real estate or assets

• Families planning intergenerational wealth transfer

• Individuals setting up trusts or estate plans

• Anyone receiving IRS notices regarding estate or gift taxes

If you want peace of mind and expert guidance, our estate and gift tax service is designed for you.

Why Proper Estate & Gift Tax Planning Matters

Without correct planning, you may face:

• Unexpected IRS tax liabilities

• Delayed inheritance distributions

• Penalties for incorrect or late Form 709 filings

• Higher estate tax exposure for beneficiaries

Our CPA-led estate and gift tax service helps minimize taxes and ensures legal and financial protection for you and your family.

Why Choose Galvin CPA & TAX

• Expertise in U.S. estate & gift tax compliance

• Cross-border experience (Canada & USA)

• Customized strategies based on your asset profile

• Clear communication and fast processing

• Representation for IRS reviews or inquiries

We provide accurate, reliable, and fully compliant tax solutions to protect your assets and support long-term financial planning.

Helpful Resources

Learn more about estate and gift tax rules on the IRS website:
https://www.irs.gov/businesses/small-businesses-self-employed/estate-and-gift-taxes

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