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Thoughtful Insights

Our firm, Pace & Associates CPAsLLC offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service.

We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience, and financial acumen.  Our goal is to become your trusted advisor. 

form 706

What Assets Are Included On Form 706?

Form 706, officially known as the United States Estate (and Generation-Skipping Transfer) Tax Return, is a document that the Internal Revenue Service (IRS) requires to be filled out by the executors of estates

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fiduciary income tax return

Who Must File Fiduciary Income Tax Return

Fiduciary Income Tax Returns are paramount as they ensure the correct distribution of income, deductions, and credits to beneficiaries. The fiduciary, often a trustee or executor, must file these returns on behalf of

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