Estate & gift tax

Federal transfer taxes on lifetime gifts and generation-skipping transfers. We e-file the gift tax returns for U.S. citizens and residents and for nonresident aliens.

Form 709 / 709-NA

United States Gift (and GST) Tax Return

Report lifetime gifts and generation-skipping transfers — for citizens/residents (709) and nonresident aliens (709-NA), with Schedules A–D.

$20 flat

File Form 709 / 709-NA →

Form 706 / 706-NA

Pending

United States Estate (and GST) Tax Return

The estate tax return of a decedent — gross estate, deductions, credits, and generation-skipping transfers — for citizens/residents (706) and nonresident aliens (706-NA).

$25 flat

Pending — not open for filing yet