Ann H. Snipes Accounting Tax Service

Trusts

Why pick this one

Ann H. Snipes Accounting Tax Service has handled trust and estate tax matters since 1961, including Forms 1041, 706, and beneficiary K-1 reporting.

Best for

  • Executors needing Form 1041 or final individual tax returns
  • Trustees needing ongoing trust tax projections and planning
  • Beneficiaries with inherited-property cost-basis questions
  • Families coordinating estate tax matters with an attorney
  • Gift tax return preparation using Form 709

Look elsewhere if

  • A client needs legal estate-document drafting rather than tax services
  • A client needs investment management without tax coordination

Specialties

  • Trust and estate income tax returns (Form 1041)
  • Final individual income tax returns for deceased individuals
  • Gift tax returns (Form 709)
  • Estate tax returns (Form 706)
  • Beneficiary K-1 reporting
  • Inherited-property cost-basis guidance
  • Executor and trustee tax guidance

Certifications

  • North Carolina CPA License #49221
  • Certified Public Accountant
  • Enrolled Agent

What makes them different

  • Family business operating since 1961
  • Jayson Snipes holds a North Carolina CPA license and Enrolled Agent credential
  • Trust and estate services cover Forms 1041, 706, and 709
  • Coordinates trust and estate tax activity with attorneys and financial advisors
  • Offers in-office, drop-off, and secure online tax preparation
Years in business
60+
Serves
Winston-Salem

Distilled from this business's own website.

Contact & Location

Address
500 S Church St #102, Winston-Salem, NC 27101
Phone
+13367016264
Website
http://www.snipestax.com/
Email
info@snipestax.com

Services

  • Trust and estate tax services
  • Individual tax preparation
  • Tax planning
  • Tax resolution
  • Accounting and bookkeeping
  • Payroll
  • Business tax and tax planning
  • Business advisory services

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