Tax Preparation
Management of Estate And Trust Files
Contact Us
Management of Estate and Trust Files
Meeting with principals and their clients

Application to IRS for EIN numbers for estates

Valuation of assets using EVP Evaluation Services

Preparation of Connecticut and New York probate administration forms

Preparation of estate and trust inventories and accountings in Court approved formats

Obtain and process transfer of stock forms

Preparation of claim forms for life and annuity policies

205 RESEARCH DRIVE, UNIT 6, P.O. BOX 3002, MILFORD, CT 06460 (203) 878-5106 FAX (203) 877-4781
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