How We Help Estates & Trusts
Tax Preparation & Compliance
- 1041 Fiduciary Income-Tax Returns and 706 Estate-Tax Returns for Estates over the Filing Threshold
- Final 1040 for decedents
- State & multi-state filings
- K-1 prep for beneficiaries
- Estimated-tax & safe-harbor planning
- IRS & State Notice Response and Representation for Administrative Matters
Next Step
Schedule a free 15-minute call to discuss your needs and receive a clear, fixed-fee quote for tax preparation, fiduciary accounting, or complex estate support.
Book a Free Call Email MichaelTrust / Fiduciary Accounting
- Principal vs income tracking & allocations
- Annual or Court-Required Fiduciary Accountings (Formatted for Most Jurisdictions)
- Beneficiary-ready reports & supporting schedules
- Asset valuation and gain/loss tracking
- Distribution tracking & cash-flow oversight
- Close coordination with attorneys for compliance
Next Step
Schedule a free 15-minute call to discuss your needs and receive a clear, fixed-fee quote for tax preparation, fiduciary accounting, or complex estate support.
Book a Free Call Email MichaelAdvisory / Complex & Large Estate Support
- Liquidity & cash-flow planning for taxes & distributions
- Consolidated reporting across trusts, entities, & assets
- Scenario Modeling for Sales, Gifts & Generational Transfers to Illustrate Potential Tax Impacts
- Performance & expense monitoring to support fiduciary choices
- Coordination with attorneys, investment managers & family-office teams
- Tax-Focused Planning Support for Charitable Giving & Wealth-Transfer Strategies in Coordination with Legal Counsel
Next Step
Schedule a free 15-minute call to discuss your needs and receive a clear, fixed-fee quote for tax preparation, fiduciary accounting, or complex estate support.
Book a Free Call Email MichaelEstates & Trusts FAQs
Do you prepare trust and estate income tax returns (Form 1041)?
Yes. We handle Form 1041 preparation, beneficiary K-1s, and coordination with trustees and beneficiaries so filings are accurate and on time.
Can you provide fiduciary accounting and court-ready reports?
Yes. We prepare fiduciary accountings that clearly show receipts, disbursements, gains/losses, and distributions — formatted for trustee reviews and, where applicable, for court submission in line with jurisdictional requirements.
How do you handle distributions, DNI, and K-1 allocations?
We track distributable net income (DNI) and align distributions to minimize overall tax burden, then reflect the proper character of income on beneficiary K-1s.
Do you assist with estate tax returns (Form 706) and portability elections?
Yes. For estates above the federal or state filing thresholds, we prepare Form 706, coordinate with appraisers and other professionals for valuation support, and advise on DSUE portability elections where appropriate.
What documents do you need to get started?
Typically: trust or will documents, EIN letters, prior returns (if any), statements for brokerage/bank accounts, cost-basis info for assets sold, and distribution records. We’ll send a concise checklist via the secure client portal.
Can you coordinate with our attorney and investment advisor?
Absolutely. We work directly with counsel and advisors to align tax treatment, distributions, and reporting—reducing back-and-forth for trustees and families.
How do pricing and timelines work for trusts and estates?
After a brief intro and document review, you’ll receive a proposal with defined scope and transparent pricing—fixed or hourly as appropriate—plus an estimated timeline.
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!