Trust and estate tax help for families
Estate and trust tax work tends to arrive at a hard time, often right after you've been named executor or trustee. We handle the filings, explain your responsibilities plainly, and work alongside your attorney.
Trust and estate tax services
- Trust and estate income tax returns (Form 1041)
- Final individual income tax returns for a loved one
- Gift tax returns (Form 709)
- Estate tax returns (Form 706) when the situation calls for one
- K-1 reporting for beneficiaries
- Cost basis questions for inherited property
- Coordinating trust and estate activity with your personal return
- Projections and planning for ongoing trusts
If you've just been named executor or trustee
Most people take on this role once or twice in a lifetime, so it's normal not to know where to start. We'll explain which returns are due and when, help gather records, and handle the reporting.
By the end of our first conversation, you'll know what's on your plate and what's on ours.
For beneficiaries
Inheriting money or property can raise questions you've never had to think about, especially around cost basis and whether income is taxed to you or to the estate. We'll help you understand what you received and make sure it's reported correctly on your own return.
Part of a team with your other advisors
Trust and estate decisions often involve legal and financial questions too, so we work alongside attorneys and advisors when it helps, and can point you to specialists we trust.
More services for individuals
- Individual Tax PreparationFederal and state returns prepared with care, from W-2s to investments, rentals, K-1s, and multi-state filings.
- Tax PlanningProjections, estimated payments, and advice on big decisions before the year closes and the options disappear.
- Tax ResolutionIRS and state notices, unfiled returns, payment plans, and audits, with representation when you need it.
Need help with a trust or estate tax matter?
Tell us a little about the situation and we'll follow up to talk through the next step. You don't need to have everything figured out first.
Prefer to talk it through? Call (336) 701-6264 or book an introductory call