RESOURCES FOR EXECUTORS AND ESTATES

Jonathan T Tran LLC

Jonathan T Tran LLC

6795 Wilson Blvd, Store/Ste 33
Falls Church
Virginia - Fairfax County
Phone: (571) 551-1100

Services

JONATHAN T TRAN LLC offers estate and trust tax/accounting support, including:

  • Estate tax returns
  • Trust income tax returns
  • Trust administration
  • Fiduciary tax support for estates and trusts
  • Gift tax returns and gift-tax strategies
  • Asset allocation among spouses, children, trusts, and charities
  • Coordination with investment advisors, attorneys, and other financial professionals on estate/trust tax matters
  • Business succession planning, where tied to estate/trust tax concerns

Service areas: Falls Church, Virginia and surrounding areas

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