ESTATE AND GIFT TAX PREPARATION

Helping You Safeguard Your Financial Legacy

Estate and gift tax preparation helps to safeguard your financial legacy. Effective planning can minimize tax penalties while providing financial security for your beneficiaries. Our estate and gift tax planning and preparation specialists will work closely with you to develop a strategy that encompasses both your individual and business needs, and ensures your financial affairs are in order.

Client Center

Using Your Client Organizer
How to Review My 1040
Using File Exchange

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Phone: 239.549.1388 • Fax: 239.549.4463
Email: info@mzacpa.com