Address: 12995 S Cleveland Ave #160, Fort Myers, FL 33907, USA
Phone: +18557401040
Sunday: Closed
Monday: 9AM–5PM
Tuesday: 9AM–5PM
Wednesday: 9AM–5PM
Thursday: 9AM–5PM
Friday: 9AM–5PM
Saturday: Closed
Tim Freeland
I have talked to Jodi Riggins and she is Very informative and pleasant to discuss your needs.
Eric’s Electrical Services
Jodi and Leo, are great they have helped me start my new business with as little tax liability as possible!
Mileena Rojas
Leo and his staff have walked me through everything, filing my taxes, getting financials together. I could not be happier with the service and the results. I highly recommend CPA Tax Advisors
Jazzmin Titone
He really does put money back in your pocket! 10/10 I definitely recommend!
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Betty You can try calling them at 800.829.1040. It might be very difficult to get through these days. According to an article in Fast Company, "As of last week, the IRS had answered only 2% of the 75 million phone calls it’s received.." You might be better off seeing if a transcript will work. Account transcripts, which reflect transactions including the acceptance of Form 706 and the completion of an examination, may be an acceptable substitute for the estate tax closing letter. Leo
Betty Per the IRS: Estate tax closing letters will only be issued upon request by the taxpayer or taxpayer’s representative. Based on current restrictions due to the declared National Emergency the IRS will only accept a request for an estate tax closing letter by fax 855-386-5127 or 855-386-5128. The request requires a person authorized to receive information from the IRS to make the request. The following information must be provided with the request: Decedent’s name, SSN and Date of Death. Requester’s name, address, and substantiation the requester is an authorized individual such as an Executor, Trustee, or Power of Attorney. A copy of the will, if any. If the requester is an Executor, provide a copy of the Letters Testamentary issued by the Court, if issued. If the requester is a Trustee, provide a Certificate of Trust or similar official documentation. Please wait at least nine months after filing the return to make the closing letter request to allow time for processing
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