Estate & Trust Tax in Boca Raton, FL
Estate and trust taxation in Florida requires specialized knowledge. We prepare fiduciary returns, advise on estate planning strategies, and help Boca Raton families navigate inheritance and gift tax obligations, including leveraging Florida's zero state income tax while managing documentary stamp taxes, tangible personal property tax, and sales tax obligations.
About Our Estate & Trust Tax Services
Estate and trust tax matters in Florida require specialized expertise. We help Boca Raton families and fiduciaries with estate tax returns, trust administration, and planning strategies to minimize tax liability.
Estate & Trust Services
- Estate tax returns (Form 706)
- Fiduciary income tax returns (Form 1041)
- Gift tax returns (Form 709)
- Trust accounting and administration support
- Estate planning consultation
- Generation-skipping transfer tax planning
Florida Tax Context
- No state personal income tax
- Corporate income tax at 5.5% on C-corporations
- 6% state sales tax plus local surtaxes
- Documentary stamp tax on real estate
- Tangible personal property tax on business assets
- Homestead exemption up to $50,000
Other Services in Boca Raton
- Tax Preparation in Boca Raton
- Small Business Accounting in Boca Raton
- Bookkeeping Services in Boca Raton
- Payroll Services in Boca Raton
- IRS Tax Relief in Boca Raton
- QuickBooks Services in Boca Raton
- Tax Planning in Boca Raton
Nearby Areas We Serve
- CPA in Delray Beach, FL
- CPA in Deerfield Beach, FL
- CPA in Fort Lauderdale, FL
- CPA in West Palm Beach, FL
Schedule a Free Consultation
Need estate and trust tax in Boca Raton, FL? Call (732) 429-7075 or email antonio@agmcpallc.com today.