Legacy without surprises
Estate & Trust Tax
Fiduciary returns, estate filings and beneficiary reporting handled with the family, attorney and advisor in the same conversation.
- Fiduciary and estate returns filed on time
- Beneficiaries receive K-1s without chasing
- Basis and valuation questions settled early
What the engagement covers
Form 1041 and 706 preparation
Trust and estate income tax returns, plus estate tax filings where thresholds or portability apply.
Beneficiary reporting
Clean K-1s issued with plain-language notes so beneficiaries know what to do with them.
Trustee support
Accountings, distribution planning and coordination with the drafting attorney.
Legacy planning
Gifting strategy and basis planning reviewed alongside the family's wider tax picture.
Common questions
Do we still file if the estate is small?
Often yes - income the estate earns can trigger a 1041 even when no estate tax is due. Send us the details and we'll confirm.
Will you work with our attorney?
Directly. Most of this work goes faster when the CPA and the attorney are on the same call.