Description

Description of Service
• Preparation and filing of estate tax returns under RA 8424 (NIRC) and BIR RR 12-2025.
• Includes assessment, computation, and coordination with BIR.

Prerequisites
• Death certificate
• Proof of relationship
• List of assets

Inclusions
• Pre-assessment
• Tax computation
• Filing of BIR Form 1801
• Coordination with banks and agencies

Requirements
• Death certificate
• IDs of heirs
• Land titles
• Bank certifications
• Valuation reports


Reminders (Tax Exclusive & Policy-Aligned)
• Service fee exclusive of VAT.
• BIR may require additional appraisal documentation.
• Estate cannot be settled without complete asset inventory.