Preparation of Estate Tax Returns by Highly Qualified San Jose Trust and Estate Attorneys

Unlike many other trust and estate attorneys, who refer preparation of tax returns to outside accountants, the attorneys of Temmerman, Cilley & Kohlmann, LLP have a wealth of knowledge regarding California and federal tax laws that we use to provide full-service San Jose or Danville estate tax planning, including preparation of estate and gift tax returns for our clients. By offering tax return preparation, our well-qualified firm is able to provide thorough representation in an efficient and effective manner to clients in Fremont, Walnut Creek, Danville, Santa Clara, San Mateo, Alameda, Contra Costa, Santa Cruz, Monterey, San Francisco, and other counties.

Experienced Estate Tax Return Preparation

Our team includes attorneys also licensed as certified public accountants who are distinctly qualified to analyze the application of estate tax laws to unique and complicated estates, such as estates containing business interests or numerous parcels of real estate. Our attorneys have experience working directly with appraisers on the most complicated of valuation issues to ensure the values of each asset and liability are accurately reported. In addition, our attorneys are experienced in counseling clients on transfers to grandchildren, which may be subject to generation-skipping transfer tax. To learn more about the generation-skipping transfer tax and other gift taxes, please see Gift Tax Returns.

Our San Jose probate and trust administration attorneys coordinate these services with our clients’ income tax preparers to ensure that they take deductions to maximize tax savings for the estate. We also help our clients qualify for special use valuation, extensions of time to file or pay estate taxes, or deferral of estate taxes, as appropriate.

Representation in IRS Controversies

The IRS is auditing estate and gift tax returns with increasing frequency, making it imperative that these returns are prepared properly and accurately. We provide a full range of services to achieve a favorable outcome for clients involved in an estate tax controversy with the IRS, including strategies for managing an appeal or audit and dealing directly with the IRS on behalf of our clients.

Experienced estate planning attorneys and certified public accountants offering estate tax return preparation

The estate planning law firm of Temmerman, Cilley & Kohlmann, LLP has the knowledge and experience to guide clients through estate tax controversies and to avoid controversies through meticulous estate tax return preparation. Our attorneys dual-licensed as certified public accountants are available to consult with clients at our offices — located at 2502 Stevens Creek Boulevard, San Jose, CA 95128 — or at 140 Town and Country Drive, Suite A, Danville, CA 94526 or any other convenient location. Call our San Jose office at 408-290-7210, our Danville office at 925-233-4399 or contact Temmerman, Cilley & Kohlmann, LLP online today.