A good tax preparer, available year-round
We welcome individual tax clients at every level of complexity. Because much of our work involves estates, trusts, and older taxpayers, we naturally see the situations that trip up generalist preparers: inherited assets, retirement distributions, K-1s from multiple sources, and multi-state filings.
Individual Tax Return (1040)
Federal and state returns for individuals and families: W-2 income, itemized deductions, credits, and everything in between.
Learn moreInvestments & K-1s
Publicly traded partnerships, passive activity rules, NIIT, and multi-state filing obligations from partnership and trust investments.
Learn moreQBI Deduction (Section 199A)
20% deduction on income from partnerships, S corporations, sole proprietorships, and qualifying rentals. Includes QBI from trust and estate K-1s.
Learn moreInherited Assets & Stepped-Up Basis
Sale of inherited property, basis tracking at death, partial step-up for community property, and coordination with estate records.
Learn moreInherited Asset Basis
Your basis on inherited property: what it is, how to document it, and what happens if the estate filed a 706.
Learn moreIncome in Respect of a Decedent
Inherited an IRA or received income earned by someone who passed? It is fully taxable with no step-up. If estate tax was paid, there is a deduction most people miss.
Learn moreInherited IRAs
Which rules apply to you, whether you must withdraw every year, how it is taxed, and how to fix a missed withdrawal.
Learn moreExecutor & Trustee Fees
Paid for serving as executor or trustee? How the fee is taxed, and when waiving it makes more sense.
Learn moreDisclaimer Planning
You can refuse an inheritance so it passes to the next person in line. The deadline, the traps, and inherited IRAs.
Learn moreIn-Kind Distributions
Received property from a trust or estate instead of cash? Your basis depends on where it came from and how it was handled.
Learn moreRetiree Tax Returns
RMDs, inherited IRAs under the SECURE Act, pension income, Social Security taxation, and IRMAA implications from large distributions.
Learn moreSurviving Spouse Returns
Joint filing in the year of death, qualifying surviving spouse status, inherited retirement account decisions, and the transition to filing alone.
Learn moreChildren's Returns & Kiddie Tax
Minors with investment income, UTMA/UGMA accounts, inherited assets, and the kiddie tax rules that tie a child's liability to the parent's rate.
Learn more706 & 709 Coordination
Estate and gift tax filings for individuals with significant assets: lifetime exemption tracking and portability planning.
Learn moreState Inheritance Tax
Five states tax what you inherit, based on your relationship to the person who died. Spouses pay nothing; friends can pay up to 16%.
Learn moreGrantor Trust Returns
If you created a trust that's treated as a grantor trust, the trust's income goes on your 1040. We make sure it's reported correctly.
Learn moreCharitable Trust Distributions
Receiving payments from a CRT, or reporting income from a grantor CLT. We handle the four-tier K-1 on your 1040.
Learn moreCharitable Deductions for Trusts
If the trust gives to charity, it reduces your K-1 income. But the rules are different from your personal charitable deduction.
Learn moreSpecial Needs Trust - Beneficiary
Trust K-1 reporting, ABLE account coordination, and a clean income record for benefits purposes.
Learn moreILIT - Grantor Returns
You created an ILIT. We handle the grantor trust income on your 1040 and the gift tax on your contributions.
Learn moreGRATs - Estate Freeze
Transfer appreciating assets to your heirs at a reduced gift tax cost. If they beat the IRS hurdle rate, the growth passes tax-free.
Learn moreQPRTs - Transfer Your Home
Transfer your home to your heirs at a discounted gift tax value. Keep living there for a set term, then it's out of your estate.
Learn moreGST Tax - Grandchildren
Planning to leave money to grandchildren? There is a separate 40% tax for transfers that skip a generation. You have a $15M exemption to shield them.
Learn moreESBT - S Corp in a Trust
S corp stock in a trust with multiple beneficiaries: the ESBT election, what it costs, and when a QSST might be better.
Learn moreQSST - S Corp in a Trust
S corp stock in a single-beneficiary trust: income taxed at your rate instead of 37%.
Learn morePassive Activity - Rental in a Trust
Own rental property through a trust? The losses may not be deductible the way they would on your personal return. The rules are stricter.
Learn moreMulti-State Trust Taxation
Receiving distributions from a trust in another state? We sort out which states you file in and make sure you get credit for taxes already paid.
Learn moreForeign Trust Reporting
Received money from a foreign trust or inherited from a non-U.S. relative? The IRS requires specific reporting, and the penalties for not filing are steep.
Learn moreExcess Deductions on Termination
A trust or estate just closed and you got a final K-1 with unused deductions. Some go above the line, some are itemized. We sort it out.
Learn morePrior Year & Amended Returns
Catching up on personal filings, correcting misreported K-1 or retirement income, and resolving IRS notices, federal and state.
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