Estate Tax Return (Form 706)

Preserve your family’s legacy with expert estate tax preparation.

Fred Lundin CPA offers compassionate and technically precise Estate Tax Return (Form 706) Services for executors and families navigating the settlement of an estate. Filing Form 706 is a high-stakes process required for estates exceeding the federal exclusion limit or for surviving spouses seeking to preserve unused tax exemptions (Portability). The IRS estimates that preparing this form takes over 40 hours due to the rigorous requirement to identify, value, and classify every asset owned at the date of death—from real estate and stocks to artwork and family businesses.

We shoulder this administrative burden for you. Our virtual process allows you to securely upload sensitive financial documents from the privacy of your home, avoiding the need to haul boxes of paper to an office during a difficult time. We work directly with your estate attorney and appraisers to prepare a defensible return, ensuring that all available deductions are claimed and that the "Portability" election is correctly filed to protect the surviving spouse’s future financial security.