[WSBAPT] Recommendations for Tax Preparer for Estate

[Jennifer Mackley]

Jerry is excellent ... he initially traveled to meet with us and then the remaining items were handled by phone and email.

Jerry Eckstein, CPA
5410 SW Macadam
Suite 220
Portland, OR 97239
503-274-7167<tel:+15032747167>
503-241-8439(<tel:+15032418439>fax)
jpeiiicpa at aol.com<mailto:jpeiiicpa at aol.com>
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> on behalf of Tara M. Roberts <pugetsoundlaw at gmail.com>
Sent: Thursday, June 6, 2019 4:47:27 PM
To: 'WSBA Probate & Trust Listserv'
Subject: [WSBAPT] Recommendations for Tax Preparer for Estate

Any recommendations for a tax preparer closer to the South end of Seattle.  My recommendation on Queen Anne is too far North for the client and the other isn’t taking new clients.

PR of the Estate needs to have the Federal 1041 Estate Income Tax Return prepared and may need help with a WA Estate Tax return.  There is estate income from rental property and from family LLC interests.

Thanks in advance.

Tara M. Roberts
Puget Sound Law pllc
152 3rd Ave S Ste 107
Edmonds, WA 98020
Phone 206-285-3361
roberts at pugetsoundlaw.com<mailto:roberts at pugetsoundlaw.com>

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