Boucher Zeeb

State Tax Compliance for Estates and Trusts

We provide expert state estate and fiduciary tax compliance services for estates and trusts in for many states. Navigating state tax laws can be complex, but our team ensures accurate filings and tax-efficient strategies to meet all compliance requirements.

Our services include:

  • Preparation of state estate tax returns
  • Preparation of state fiduciary income tax returns for estates & trusts
  • Coordination with legal professionals to streamline estate administration
  • Compliance with state filing deadlines and audit support

Current State Compliance Supported:

  • New York
  • New Jersey
  • Colorado
With our in-depth knowledge of state-level estate and fiduciary tax laws, we provide meticulous reporting and strategic solutions to help executors and trustees meet their obligations with confidence.