Estate, Trust & Gift Tax Services

At Smriti CPA LLC, we have a long history of assisting our clients with their estate tax preparation and planning needs. We work with estates both in Dallas and outside.  Estate and fiduciary taxes are often complex, however we focus on a smooth process.

Tax Filings:

We prepare Estate, Trust and Gift tax returns in all 50 states.

Fast Turn Around:

Our unique system working with our clients and communication methodology means your taxes will completed quickly and painlessly.

Estate Tax Planning:

Our goal is not only to reduce estate taxes but to recognize the emotional needs of our clients when designing an estate plan.

Avoiding Probate:

We can structure your assets to avoid the costs and delays of probate. However, keep in mind that you may not want to do this for all of your assets.

Life Insurance:

When designed properly, life insurance can provide needed liquidity and other benefits to an estate and it’s beneficiaries. We will recommend as necessary.

Quality Advice:

Whether it be once a year or once a day, you can can count on our advice to be timely and accurate. We have convinced our clients that no question is a stupid question.


Trusts are a very powerful tool that can be used to reduce estate taxes and to provide liquidity to an estate. If your estate has illiquid assets such as real estate, a trust can be quite useful.


Gifting cash or other assets to your heirs during your lifetime is a popular estate planning tool. Proper use of this can save an estate thousands of dollars.

Please call our office at (682) 597-6680 for any questions. If you would like to schedule a free consultation, please click here.