• Tax Compliance


    California Estate Tax Return Attorneys

    California executors and trustees can incur personal liability for estate taxes if returns are not properly filed. To comply with tax law and avoid paying unnecessary taxes, it’s important to get the advice of a knowledgeable estate tax attorney.

    At the Law Offices of Andersson & Andersson in Walnut Creek, California, our lawyers have extensive experience advising individuals and families on estate tax issue. Senior partner and firm founder Patricia Andersson has more than 35 years of legal and accounting experience, including four years in the tax department of a national accounting firm where she focused on estate planning tax matters.

    Our tax compliance services include the preparation and filing of:

    • Income and estate tax returns
    • Charitable remainder trust tax returns
    • Gift tax returns
    • Fiduciary income tax returns for estates and trusts
    • Corporate tax returns
    • Tax returns for partnerships and limited liability companies

    The majority of our tax compliance clients are referred to us from accountants who trust our ability to properly handle complex tax returns. We also advise clients on the income tax ramifications of foreclosure and short sales.

    For More Information

    We focus on the individual needs of clients seeking tax minimization and estate resolution. For more information or to set up an appointment with our Walnut Creek tax compliance attorneys, call 925-935-1050 or fill out the contact form on this website.


    The lawyers at Andersson & Andersson serve clients in the San Francisco Bay Area of northern California, including Walnut Creek, Pleasant Hill, Lafayette, Orinda, Moraga, Danville, Alamo, Oakland, Berkeley, Concord, Martinez, Pleasanton, Hayward, Vallejo, Fairfield, Santa Rosa, Pittsburg, Antioch, Brentwood, Contra Costa County, Alameda County, Solano County, Sonoma County and Napa County.
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    1600 South Main Street
    Suite 385
    Walnut Creek, CA 94596
    Phone: 925-935-1050
    Fax: 925-935-8007
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