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.

$160 flat

File Form 709 / 709-NA