JONATHAN T TRAN LLC offers estate and trust tax/accounting support, including:
- Estate tax returns
- Trust income tax returns
- Trust administration
- Fiduciary tax support for estates and trusts
- Gift tax returns and gift-tax strategies
- Asset allocation among spouses, children, trusts, and charities
- Coordination with investment advisors, attorneys, and other financial professionals on estate/trust tax matters
- Business succession planning, where tied to estate/trust tax concerns
Service areas: Falls Church, Virginia and surrounding areas