Estate & Trust Tax Services

Specialized Estate & Trust Tax Preparation

Navigate complex fiduciary tax requirements with confidence. We ensure compliance while minimizing tax liability for estates, trusts, and beneficiaries.

Form 1041 Preparation

Complete preparation of U.S. Income Tax Returns for Estates and Trusts with all required schedules and beneficiary K-1 forms.

Estate Tax Returns

Form 706 preparation for estates exceeding the federal exemption threshold, including asset valuation and estate tax calculations.

Gift Tax Returns

Form 709 fil for gifts exceeding annual exclusion amounts, including proper reporting and exemption tracking.

Beneficiary K-1 Preparation

Accurate Schedule K-1 generation for all beneficiaries showing distributions of income, deductions, and credits.

Trust Administration Support

Guidance on fiduciary responsibilities, distribution planning, and tax-efficient trust management strategies.

Estate Tax Planning

Proactive strategies to minimize estate tax through proper asset titling, trusts, and gifting strategies.

Our Estate & Trust Expertise

Revocable Living Trusts - Grantor trust reporting and compliance
Irrevocable Trusts - Complex trust, simple trust, and grantor trust elections
Charitable Trusts - CRATs, CRUTs, and CLTs with specialized tax treatment
Generation-Skipping Transfer Tax - Form 706-GS preparation and compliance
Income Distribution Planning - Tax-efficient distribution strategies for beneficiaries
Multi-State Filings - Handling trusts with beneficiaries in multiple states
IRS Correspondence - Professional handling of notices and audits

Common Situations We Handle

We handle all tax filings from date of death through final estate distribution, including final Form 1040 and estate Form 1041.

Annual Form 1041 filing for active trusts, quarterly estimated tax calculations, and beneficiary K-1 distribution.

Strategic planning for estates exceeding federal exemption limits, including portability elections and valuation discounts.