Gift Tax Preparation in San Antonio

Mateo E. Jungman, EA, CPA is San Antonio’s preferred choice for comprehensive gift tax planning and preparation. My gift tax consulting services will facilitate your transfer of assets to a spouse, relative, or loved one so that the process is streamlined and your liability is reduced.

Call me today at (210) 842-8197 to schedule an appointment.

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Knowledgeable Tax Law Specialist

My knowledge of gift tax rates is exhaustive. When you partner with me, you’ll be benefiting from years of education, training, and experience in the complexities and nuances of tax law.

Beyond my far-reaching background in tax consulting, I am committed to providing my clients with a stress-free and simple accounting experience. I am a communicative, personable professional who strives to create sound and astute financial plans for every unique situation I encounter. Schedule an appointment with me today.

Mateo E. Jungman, EA, CPA’s Gift Tax Return Preparation

I am well-informed on the required documentation for all types and amounts of gifts. I can assemble, prepare, and file all your gift and estate-related documentation in an efficient manner. I am adept at preparing:

  • Estate income tax returns
  • Trust income tax returns
  • US. Gift and generation-skipping tax returns
  • US. Estate tax returns

Non-Cash Gifts

Although cash is the most common form of monetary gifting, it is not the only form a gift can take. I have assisted donors in gifting many types of assets, some of which include:

  • Property
  • Businesses
  • Stocks and bonds
  • Boats
  • Artwork
  • Family heirlooms
  • Life insurance policies

The above types of gifts must be appraised and reported to governmental tax agencies each year. Rest assured, I will seamlessly guide you through this process. I’ll help you accurately appraise your non-cash assets to determine if they exceed the gift tax limit. From there, I’ll help you seamlessly plan, manage, administer, and distribute all of your assets, regardless of the form they take.

In-Depth Consultations with a Tax Specialist

I am wholly devoted to delivering astute gift tax consulting with professional integrity. To accomplish this, I begin my services with an in-depth, comprehensive consultation. Whether in-person or over-the-phone, I’ll discuss with you your unique situation and work closely with you to develop a customized strategy so that you can achieve your financial goals.

My superior customer service is characterized by my personable disposition, communicative skills, and expert advice. I’ll lay your options in front of you and discuss their advantages and disadvantages. By the end of the consultation, you can expect to fully understand your tax liability.

Gift Tax Planning in San Antonio

With me, gift tax rules are simple and straightforward. I will quickly and efficiently determine if your assets exceed the annual gift tax exclusion threshold, and develop and implement a sound strategy if it does. More than that, I’ll continually monitor your plan annually to ensure it is still effective within the ever-changing tax policy and regulations.

A successful financial future awaits you. Contact me today to schedule a consultation.