Estate & Trust Tax Preparation

We assist fiduciaries, trustees, personal representatives, and families with fiduciary income tax compliance and related planning. Trust and estate tax filings often require coordination among beneficiaries, attorneys, financial advisors, and tax professionals.

Common issues we assist with include Form 1041 preparation, final-year estate and trust returns, beneficiary reporting and Schedule K-1s, income distribution deduction issues, state fiduciary income tax filings, nonresident beneficiary considerations, and coordination with attorneys and financial advisors.

Estate and trust income tax return preparation generally starts at $2,000. Final pricing depends on asset activity, beneficiary reporting, state filings, final-year distributions, and foreign or nonresident beneficiary issues.

• Form 1041 preparation
• Final-year estate and trust returns
• Beneficiary reporting and Schedule K-1s
• Income distribution deduction issues
• State fiduciary income tax filings
• Nonresident beneficiary considerations
• Coordination with attorneys and financial advisors
• Tax planning during estate administration