Tax compliance built for caseloads, not just cases
Licensed professional fiduciaries, trust officers, attorneys, and financial advisors managing tax and accounting obligations across multiple estates, trusts, and clients — with a dedicated portal file for every matter and referral arrangements available.
Find the service area you need
Pick the area of your caseload you'd like to know more about — each covers what we handle, how we coordinate across multiple matters, and our referral arrangements.
POA & Guardian
Tax compliance for the individuals in your care, across your full caseload.
ViewConservator
Tax and accounting support across your full conservatorship caseload.
ViewEstate Administration
The full cluster of tax filings that surround a death event, coordinated across your timeline.
ViewTrusts
Ongoing trust tax compliance across your full book of trusts.
ViewBeneficiary Coordination
K-1 returns for all beneficiaries, coordinated with the entity return.
ViewFiduciary Accounting
Court-ready UPIA accountings that protect you and inform your beneficiaries.
ViewTax compliance for the individuals in your care, across your full caseload
Whether you're a licensed professional fiduciary managing multiple POA clients or an attorney regularly appointed as guardian, we handle all federal and state tax filings across your matters — with a separate portal file for each client, no crossed wires.
Annual Filing — Federal & State
Individual federal and state returns for each client, filed on time with proper IRS authorization.
Learn moreRetiree Tax Returns
RMDs, pension income, Social Security — most POA and guardian clients are elderly with complex income streams.
Learn morePrior Year Catch-Up
Unfiled federal and state returns for clients whose obligations weren't being met before your appointment.
Learn moreReferrals & white-label arrangements
If you refer clients for fiduciary tax work rather than managing it yourself, we're happy to discuss direct referral arrangements or white-label engagements. Reach out and mention your situation.
Tax and accounting support across your full conservatorship caseload
Professional conservators managing several wards at once need a tax partner who keeps each matter separate, meets court deadlines, and produces accountings that hold up to scrutiny — with a dedicated portal file for each ward.
Annual Tax Filing — Federal & State
Individual federal and state returns for each ward, coordinated with your court reporting schedule.
Learn moreConservatorship Accounting
Formal accountings of each ward's estate — receipts, disbursements, inventory — prepared for court.
Learn morePrior Year & Catch-Up Returns
Resolving unfiled or incorrect prior returns when you take over a conservatorship mid-stream.
Learn moreReferrals & white-label arrangements
If you refer clients for fiduciary tax work rather than managing it yourself, we're happy to discuss direct referral arrangements or white-label engagements. Reach out and mention your situation.
A tax partner who keeps pace with your estate administration timeline
When you're managing estate administration — as executor, professional fiduciary, or attorney — you need tax work that moves with you, not against you.
How we work with professional estate administrators
We handle the full cluster of tax filings that surround a death event: the decedent's final 1040, the estate's Form 1041, Form 706 if applicable, and Form 709 for any gifts in the year of death — coordinated across all of them so you're not managing separate preparers for each piece.
- You share details and documents through our secure client portal — separate matter files for each estate
- We assess what needs to be filed, confirm scope and fees, and begin gathering information
- You stay informed at key milestones — filing deadlines, extension decisions, IRS correspondence
- Completed returns and workpapers live in the portal — K-1s pushed directly to beneficiaries
Final 1040 — Decedent
The decedent's last individual return, coordinated with the estate administration timeline.
Learn moreEstate & Trust Income Tax (1041)
Annual 1041 for every estate and trust under management, with K-1s for all beneficiaries.
Learn moreFederal Estate Tax (Form 706)
Full preparation including portability elections, alternate valuation, and deduction planning.
Learn moreDSUE & Portability Election
We flag the portability election proactively on every applicable estate — the nine-month deadline can't be missed.
Learn moreGift Tax Return (Form 709)
Final 709 for gifts in the year of death, coordinated with Form 706.
Learn morePrior Year & Amended Returns
Unfiled or incorrect returns that surface mid-administration — resolved cleanly.
Learn moreFiduciary Accounting (UPIA)
Court-ready principal and income accountings for estates with complex or unequal distributions.
Learn moreReferrals & white-label arrangements
If you refer clients for fiduciary tax work rather than managing it yourself, we're happy to discuss direct referral arrangements or white-label engagements. Reach out and mention your situation.
Ongoing trust tax compliance across your full book of trusts
Trust officers, professional trustees, and attorneys acting as trustee often have multiple trusts requiring annual 1041 filings — each trust in its own portal file, K-1s pushed directly to beneficiaries.
Trust Income Tax (Form 1041)
Annual 1041 for each trust, with K-1s for all beneficiaries, coordinated across your caseload.
Learn moreFiduciary Accounting (UPIA)
Principal and income accountings when income and remainder beneficiaries have different interests.
Learn moreBeneficiary K-1 Returns
Beneficiary 1040s prepared alongside the trust return — everything coordinated, K-1s delivered through the portal.
Learn moreReferrals & white-label arrangements
If you refer clients for fiduciary tax work rather than managing it yourself, we're happy to discuss direct referral arrangements or white-label engagements. Reach out and mention your situation.
K-1 returns for all beneficiaries, coordinated with the entity return
When a trust or estate has multiple beneficiaries each receiving K-1s, keeping the entity return and all beneficiary returns consistent is critical. We handle both sides — K-1s pushed directly to beneficiaries through the portal.
Beneficiary 1040s with K-1s
Individual returns for each beneficiary, consistent with the K-1s issued by the estate or trust.
Learn moreForm 1041 — Estate or Trust
The entity return that generates the K-1s — prepared together with beneficiary returns.
Learn moreReferrals & white-label arrangements
If you refer clients for fiduciary tax work rather than managing it yourself, we're happy to discuss direct referral arrangements or white-label engagements. Reach out and mention your situation.
Court-ready accountings that protect you and inform your beneficiaries
A formal fiduciary accounting under UPIA is one of the most technically demanding deliverables a trustee or conservator can provide. We prepare them with the precision courts, co-trustees, and beneficiaries expect.
Trust & Estate Accounting (UPIA)
Full principal and income accounting — charge and discharge statement, all schedules, beneficiary allocation tracking.
Learn moreConservatorship Accounting
Formal accounting of the ward's estate for court — receipts, disbursements, and inventory.
Learn moreReferrals & white-label arrangements
If you refer clients for fiduciary tax work rather than managing it yourself, we're happy to discuss direct referral arrangements or white-label engagements. Reach out and mention your situation.