Federal Tax Compliance for Estates and Trusts
We specialize in Federal estate tax compliance and fiduciary income tax accounting, ensuring estates and trusts meet all IRS requirements while optimizing tax efficiency. Executors and trustees rely on our expertise to navigate complex tax obligations with confidence.
Our services include:
- Preparation of IRS Form 706 (Federal Estate Tax Return)
- Preparation of IRS Form 1041 (U.S. Income Tax Return for Estates and Trusts)
- Compliance with IRS deadlines and audit support
- Maintaining accurate records of Principal and Income transactions to ensure compliance and support estate and trust tax filings
With our in-depth knowledge of estate and fiduciary tax laws, we provide meticulous reporting and strategic tax solutions tailored to your needs. Let us handle the complexities so you can focus on your fiduciary responsibilities.