Medack & Oltmann, LLP
Medack & Oltmann, LLP
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    • Home
    • New Clients
    • Services
      • Tax Services
      • Business Services
      • QuickBooks Services
    • Client Resources
      • Blog
      • Business Handouts
      • Tax Planning Handouts
      • Retirement Handouts
      • Estates/Trusts Handouts
      • Individuals Handouts
    • CLIENT LOGIN
    • MAKE A PAYMENT
    • About Us
    • Contact Us

  • Home
  • New Clients
  • Services
    • Tax Services
    • Business Services
    • QuickBooks Services
  • Client Resources
    • Blog
    • Business Handouts
    • Tax Planning Handouts
    • Retirement Handouts
    • Estates/Trusts Handouts
    • Individuals Handouts
  • CLIENT LOGIN
  • MAKE A PAYMENT
  • About Us
  • Contact Us

Estates & Trusts Handouts

Death of a Taxpayer 2019 (pdf)Download
Estate Tax Form 706 2019 (pdf)Download
Gift Tax 2019 (pdf)Download

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important dates

Please be aware of our office deadlines below for dropping off your tax information:

  • January 15th - Information for our office to prepare various Form 1099s
  • February 15th - Business Returns (Partnerships and S-Corporations)**
  • March 1st - Individual Returns and Calendar Year Corporations**
  • July 15th - All returns which were extended (after this date, it may not be completed by the deadline for extension of September 15 or October 15)

**All information must be received by these dates or your tax return will likely be extended.