CPA Support for Law Firms: Estates & Trusts
Tax Compliance & Filings
- Preparation of Form 1041 fiduciary returns and 706 estate-tax filings for estates above the federal or state threshold
- Final 1040 returns for decedents with multi-state reporting coordination
- K-1 preparation and review for beneficiaries
- Estimated-tax and safe-harbor planning to prevent underpayment issues
- IRS and state correspondence resolution for administrative or penalty notices
- Collaborative approach—returns prepared under your firm’s umbrella or direct to client as preferred
Next Step
Schedule a short introductory call to discuss how we can support your firm’s estate and trust matters. Collaboration options include white-label preparation, co-branded filings, or direct coordination with your clients.
Book Intro Call View Attorney OverviewFiduciary Accounting
- Preparation of annual or court-required fiduciary accountings in jurisdiction-specific formats
- Principal vs. income tracking and allocation consistency with governing documents
- Beneficiary-ready schedules with full support detail
- Investment valuation, realized-gain tracking, and basis reconciliation
- Distribution tracking and cash-flow oversight across multiple trusts or sub-accounts
- Close coordination with attorneys for review and filing with probate or surrogate courts
Next Step
Contact us to review your firm’s fiduciary accounting needs or to offload back-office work during busy seasons. We can deliver workpapers or finalized reports ready for attorney or court submission.
Book Intro Call View Attorney OverviewAdvisory / Complex & Large-Estate Coordination
- Liquidity and cash-flow planning for tax obligations and distributions
- Consolidated reporting across trusts, entities, and investment accounts
- Scenario modeling for sales, gifts, and generational transfers
- Performance and expense monitoring to support fiduciary decision-making
- Coordination with attorneys, investment managers, and family-office teams
- Tax-focused planning support for charitable giving and wealth-transfer strategies
Next Step
Schedule a consultation to discuss partnership opportunities on complex or high-value estates. Our goal is to provide accurate, confidential, and timely support that helps your firm deliver complete fiduciary solutions.
Book Intro Call View Attorney OverviewEstates & Trusts – FAQs for Attorneys
Do you collaborate directly with law firms on fiduciary and estate filings?
Yes. We regularly partner with estate planning and probate attorneys to manage fiduciary income tax filings (Form 1041) and estate tax returns (Form 706). Engagements can be white-labeled under your firm or handled directly with clients under joint coordination.
Can you assist with fiduciary accountings for probate or surrogate court filings?
Absolutely. We prepare jurisdiction-ready fiduciary accountings, including principal vs. income schedules, receipts/disbursements, and realized gain/loss reports. These can be formatted for submission to probate or surrogate courts in Massachusetts and other jurisdictions.
How do you coordinate distributions, DNI calculations, and K-1 allocations?
We handle full DNI computation, income character tracking, and allocation of distributions to minimize fiduciary-level taxation. K-1s are reviewed for accuracy and consistency with governing trust documents before delivery to beneficiaries or legal counsel.
Do you manage estate tax returns and DSUE portability elections?
Yes. For estates exceeding federal or state thresholds, we prepare Form 706 and assist with DSUE portability filings. We work with appraisers, valuation specialists, and legal teams to ensure consistency between Form 706, probate filings, and client documentation.
How is client information exchanged securely?
All documents are exchanged through our encrypted client portal. We can create joint-access workspaces for firms to review drafts, track deliverables, and upload sensitive information without email risk.
What level of involvement do you need from our firm?
We tailor collaboration to your preference. Some firms prefer full white-label preparation with final attorney review; others involve us only for calculations, filings, or court accounting support. Our role is flexible and always within your firm’s oversight.
How do you structure engagement terms and turnaround time?
Engagements are defined by written scope—fixed-fee or hourly—based on complexity, number of beneficiaries, and required coordination. Turnaround time is typically 2–4 weeks after complete document receipt, with expedited support available for court or filing deadlines.
Contact us
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