US Estate, Wealth and Property Tax Service

US Estate & Property Tax Service

U.S. Estate, Wealth & Property Tax — Service Overview

Fixed-fee planning and compliant filings across U.S. estate & inheritance taxes and state/local property taxes. Multistate coordination, audit-ready workpapers, and attorney collaboration — for residents, nonresidents and cross-border estates.

Attorney collaboration Fixed-fee pricing Audit-ready deliverables Multistate coordination
Nationwide coverage Resident & nonresident planning Federal coordination (Form 706 if applicable) Apportionment & valuation support Executor- & counsel-friendly

Service catalog

Select a service area to view state-specific packages, deliverables and timelines.

Estate & Inheritance Tax

U.S. Estate & Inheritance Tax Services

State-specific planning and fixed-fee filing packages for estate or inheritance tax, including resident and nonresident (situs-based) scenarios and federal coordination.

  • Planning: residents & nonresidents (situs assets)
  • Filing: forms, payments, waivers (where applicable)
  • Apportionment, valuations & audit-ready workpapers
Property Tax

U.S. Property Tax Services

Assessment reviews, appeals and compliance across real & business personal property. Multistate calendars, evidence packages and hearing preparation.

  • Assessment challenge & appeal strategy
  • Evidence files, comps & valuation models
  • Jurisdictional deadlines & submission logistics

Estate & Inheritance Tax — what we handle

Planning

Resident & nonresident planning

  • Exposure modeling (incl. state-specific quirks)
  • Cliff/lookback/QTIP where relevant
  • Written memo & implementation checklist
Filing

Preparation & submission

  • State forms & reconciliations
  • Payments, extensions, waivers/releases
  • Audit-ready workpapers
Multistate

Apportionment & coordination

  • Real estate & business interests
  • Interstate timelines & responsibilities
  • Counsel/appraiser collaboration

See state-by-state packages on the service hub.

Go to Estate/Inheritance hub

Property Tax — what we handle

Assessments

Reviews & evidence files

  • Market comps & income approaches
  • Card/cost verification
  • Valuation memos
Appeals

Jurisdictional filings

  • Calendars & deadlines
  • Hearing packets & submissions
  • Negotiation support
Compliance

Renditions & returns

  • Real & personal property
  • Multi-location portfolios
  • Appeal follow-through

Explore packages and timelines on the Property Tax hub.

Go to Property Tax hub

Who we serve

Executors & families

Clarity on exposure, elections and clean, on-time filings.

Attorneys & advisors

White-label workpapers, coordination and responsive collaboration.

Owners & operators

Property tax reviews, appeals and multi-site compliance programs.

Our process

  1. Discovery (free): facts, deadlines, assets & jurisdictions
  2. Engagement & checklist: scope, fixed fee, document list
  3. Analysis & drafts: scenarios or filing drafts with workpapers
  4. Review & filing/implementation: submit returns or implement plan with counsel
  5. Follow-through: receipts, confirmations, audit-ready archive

Pricing philosophy

Flat-Fee vs. Hourly — Why transparency matters

Most firms bill hourly with open-ended totals. Our fixed-fee model gives you defined scope, deliverables and turnaround — no surprises and no billing creep. Every engagement includes a written quote and audit-ready documentation.

Talk to a Specialist

Get a clear path for your state(s), with fixed-fee options for planning and filing.