TRUST & PROBATE TAX/ACCOUNTING SERVICES IN OCEANSIDE, CA
You’re more than just numbers to us.
Find out what it means to have an expert trust and probate accountant working for you. Someone who cares about you and your story, not just your money.
We’re looking to the future.
About Us
Tami J. Dunham, CPA, APC is based in Oceanside, California (just north of San Diego). Our primary focus is taxation, with an emphasis in trust and probate matters including fiduciary accountings and fiduciary tax returns. We also offer preparation of Estate Form 706.
Meet Tami Dunham
Tami Dunham has more than 30 years of public accounting experience, specializing in tax planning and tax compliance. She has extensive experience working with individuals, trusts and estates, and closely held companies in a variety of industries.
Tami graduated with honors from Colorado State University with a degree in Business Administration and Accounting. She began her career with KPMG International in the trust and estate and high technology departments.
Tami Dunham established her own firm in 2016. Prior to that, Tami worked for public accounting firms since 1989, starting as a Tax Staff and working her way up to Partner. In late 2015, the accounting firm she was working with at the time merged into one of the five largest national public accounting firms. Tami decided the firm was not a good fit for her clients and started her own practice.
Tami is a member of the California Society of CPA’s and American Institute of Certified Public Accountants. She is also a member of local chapters of the Accounting & Financial Women’s Alliance (AFWA) and California Society of Tax Consultants (CSTC). She previously served as Treasurer on the Board of Directors of the Carlsbad Educational Foundation and Treasurer of the Carlsbad High School Band Boosters.
Tami has two daughters and enjoys traveling, music, theater and the beach.
Who We Serve
Trust & Probate
We work hand in hand with attorneys, trustees, and executors who are doing estate/trust administration to provide the accounting and tax services required throughout the estate/trust administration period.
Individuals
We serve individuals who have complex tax situations that require more than a self-prepared Turbo Tax return. The tax rules are constantly changing and becoming more complex to navigate, so we are here to do that for you. We also specialize in decedent tax returns and related estate matters.
Privately Held Companies
We serve closely held businesses of all sizes and in a variety of industries including real estate, professional services, and retail. The business may be operating as a sole proprietorship, S-corporation, LLC, or corporation.
Our Services
Trust & Probate Taxation
We prepare fiduciary income tax returns for trusts and estates, which have their own unique taxation rules and tax brackets, so careful planning is required to minimize tax liabilities for the trust/estate and the beneficiaries.
Fiduciary Accountings
We expertly prepare fiduciary accountings, which list all transactions during a fiduciary period. A fiduciary accounting is commonly required during a probate administration and may also be requested by beneficiaries during a trust administration.
Estate Form 706 & Gift Trust Tax Return Form 709
We assist executors/trustees with determining if tax returns are required, and we prepare the required returns. Sometimes it is beneficial to file Form 706 even when not required, to claim portability of the unused estate exemption, and we work with executors to determine when that would be beneficial.
Tax Planning & Projections
We want to help you minimize your tax liability by helping you plan for your tax liability ahead of time, particularly when there are large or unusual transactions to consider.
Tax Returns
We prepare tax returns for individuals, trusts, estates, corporations, and flow through entities including S-corporations and LLC’s.
Contact Us
Get In Touch
- Phone(760) 547-1447
- Fax(760) 253-1625
- Email Usadmin@tdunhamcpa.com
- Office Address900 Pier View Way, Oceanside, CA 92054