Wallhaven Tax, LLC

Individual, Estate and Trust Services

Federal, Ohio and local tax structures continue to be complex and challenging for individuals, Executors, Trustees, other estate representatives and estate beneficiaries.  Wallhaven Tax, LLC offers comprehensive tax planning, preparation and representation in the following areas:

 

1040 Income Tax Preparation
For individuals on an annual basis, and, of special significance, final 1040 preparation for decedents and preparation of 1040’s for estate beneficiaries.

Federal & Ohio Estate Tax Preparation
Many clients are surprised to lean that in addition to income taxes paid during their lifetime and fiduciary income taxes (income tax on the estate), the estate as an entity is subject to a one time tax by the Federal taxing authorities. 

Properly claiming exemptions from each of these tax reporting obligations and coordinating tax reporting between the estate, estate's income tax and the decedent’s final 1040 is of great importance and is best handled by a professional.  We will coordinate the various tax reporting requirements and payment of these different tax liabilities.


1041 Fiduciary Income Tax Preparation 
Estates and Trusts are subject to income tax from the date of the decedent’s death forward, reported either annually, as a calendar year matter, or on a fiscal year basis.  We will help you understand estate tax obligations.

IN THE BOX
Our exclusive "In the Box " service offers clients the opportunity to manage their own affairs while sharing the day-to-day and periodic responsibilities of bill paying, financial account review and information collection.  Personal service is the key. A staff member will meet with you regularly to gather information and explain to you the status of your affairs.

Wallhaven Tax, LLC     809 White Pond Dr., Suite A    Akron, OH  44320
(330) 608-0268