Being a fiduciary can be challenging

Estates & Trusts

We have comprehensive knowledge of Estate and Trust accounting and taxation. Whether you are an attorney or someone recently appointed as a Trustee or Estate Representative, we can assist you with the accounting and tax challenges faced by fiduciaries.

Our services include:

  • Estate tax (Form 706) preparation - This includes analysis and determination of Federal and state filing requirements, including any optional elections.

  • Decedent's income tax preparation - This includes the final individual income tax returns for the decedent, as well as any income tax returns not previously filed.

    • Under Power of Attorney, we will obtain any necessary account and/or wage & income transcripts from IRS.

  • Fiduciary tax (Form 1041) preparation - This includes the Federal and state income tax returns for the Estate or Trust.

  • Estate and Trust accounting - This includes basic accounting to support the income tax filings, as needed. We also offer support services to attorneys for probate accounting.

Let us help you navigate through these complexities. Give us a call at (240) 708-7988 or click Contact Us above.

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