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 moreInvestments & K-1s
Brokerage accounts, partnership K-1s, and other investment income across your POA and guardian clients.
Learn moreEstimated Tax Payments
Quarterly payment calculations and vouchers for clients with income not subject to withholding.
Learn moreSurviving Spouse Returns
When a POA or guardian client loses a spouse, their filing status, retirement accounts, and income picture all change.
Learn moreChildren's Returns & Kiddie Tax
Guardian clients managing minors with investment income, UTMA accounts, or inherited assets.
Learn moreInherited Assets & Stepped-Up Basis
Basis tracking and gain calculations when a client in your care has inherited property.
Learn morePrior Year Catch-Up
Unfiled federal and state returns for clients whose obligations were not 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 moreRetiree Tax Returns
RMDs, pension income, and Social Security across your conservatorship caseload.
Learn moreInvestments & K-1s
Brokerage accounts, partnership K-1s, and other investment income held in each ward's name.
Learn moreEstimated Tax Payments
Quarterly payment calculations for wards with income not subject to adequate withholding.
Learn moreEIN Applications
Obtaining employer identification numbers when the court requires a separate account or entity for a ward's estate.
Learn moreInherited Assets & Stepped-Up Basis
Basis tracking and gain calculations when a ward has inherited property that may be sold.
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
Estate Administration Tax Compliance
The full compliance sequence from date of death through closing: transcript review, filings, trust coordination, accounting, and prompt assessment.
Learn moreInsolvent Estates
The federal priority statute, executor liability, protective filings, canceled debt, and underwater property when debts exceed assets.
Learn moreForm 56: Notice of Fiduciary Relationship
Notice of fiduciary relationship under 6903: one per taxpayer, authority and proof, scope, filing address, and termination.
Learn moreExecutor & Trustee Fees
Fees computed under the instrument, statutory schedules, or reasonable compensation, allocated to income and principal, and carried through the return.
Learn moreIncome in Respect of a Decedent
Section 691 IRD: identification, no-step-up rule, character preservation, the 691(c) deduction, and installment obligation reporting.
Learn moreInherited IRAs & Trust Beneficiaries
Beneficiary classes, the 10-year rule and annual RMDs, see-through trusts, and conduit vs. accumulation trust tax planning.
Learn moreFinal 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 moreState Estate & Inheritance Taxes
2026 exemptions and rates for all 12 estate tax states and DC, New York’s cliff, nonresident exposure, and inheritance tax states.
Learn moreForm 8971 - Basis Reporting
Basis consistency reporting to the IRS and beneficiaries: §6035 compliance, 30-day deadline, and supplemental filings.
Learn moreDSUE & Portability Election
We flag the portability election proactively on every applicable estate. The nine-month deadline can't be missed.
Learn moreQTIP & the Marital Deduction
2056(b)(7) elections, partial and Clayton QTIPs, reverse QTIP for GST, and state-only elections where portability is not available.
Learn moreDisclaimer Planning
Qualified disclaimers under 2518: timing, acceptance, partial and formula disclaimers, spousal disclaimers, GST, and IRAs.
Learn moreAlternate Valuation Date
Section 2032 election to value the estate six months after death. Reduces estate tax when values decline, but lowers beneficiary basis.
Learn moreSection 6166 Installment Payments
Deferring estate tax on closely held business interests over up to 14 years. Qualification, payment schedule, lien, and acceleration risk.
Learn moreGift Tax Return (Form 709)
Final 709 for gifts in the year of death, coordinated with Form 706.
Learn moreGeneration-Skipping Transfer Tax
GST exemption allocation, the three taxable events, inclusion ratio mechanics, and reporting on Forms 706 and 709.
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 moreEIN Applications
New estate or trust needs a tax ID number. We handle the SS-4 and have the EIN ready for you.
Learn moreSection 645 Election
Combining a qualified revocable trust with the estate: Form 8855, fiscal year election, single 1041 filing.
Learn moreSection 642(g) Election
Administration expenses on Form 706 or Form 1041: waiver timing, partial elections, and portability and state estate tax effects.
Learn moreFiscal Year Election
Choosing the right year-end for the estate: K-1 deferral, estimated tax exemption, and Section 645 coordination.
Learn moreEstimated Tax Payments
Quarterly payment rules, safe harbors, the two-year estate exemption, annualized installments, and penalty avoidance.
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 moreGrantor Trust Returns
Reporting method selection, grantor trust letters, and transition-year filings when grantor status ends.
Learn moreCharitable Trusts (CRT & CLT)
Form 5227, four-tier accounting, and 1041 preparation for charitable remainder and lead trusts.
Learn moreSpecial Needs Trust Returns
QDT elections, benefits-aware distribution tracking, and 1041 preparation for SNTs.
Learn moreILIT Returns
Crummey power compliance, grantor trust reporting, and post-death administration for life insurance trusts.
Learn moreESBT Returns
Bifurcated 1041 for electing small business trusts: S corp portion taxed at 37%, non-S portion at graduated rates.
Learn moreQSST Returns
Single-beneficiary S corp trusts: S corp income taxed to the beneficiary at their individual rate.
Learn moreGRATs
Grantor retained annuity trusts: §2702 qualified interest, §7520 valuation, annuity payment compliance, and termination.
Learn moreQPRTs
Qualified personal residence trusts: §2702 residence interest, post-term rent obligations, sale and reinvestment rules.
Learn morePassive Activity for Trusts
Material participation after Aragona, the per se rental rule, real estate professional status, grouping elections, and suspended loss planning.
Learn moreMulti-State Trust Taxation
State nexus analysis, multi-state filings, credits, and trustee situs planning across your trust caseload.
Learn moreForeign Trust Reporting
Form 3520, Form 3520-A, throwback tax on accumulation distributions, penalty exposure, and foreign grantor vs. non-grantor trust compliance.
Learn moreCharitable Deductions (§642(c))
The gross income requirement, governing instrument authorization, no AGI limits, no carryforward, and the next-year election.
Learn moreTrust Termination
Final 1041, §642(h) excess deductions on termination, final K-1s, and in-kind distribution planning.
Learn moreIn-Kind Distributions
Distributing property instead of cash: Section 643(e) default rule, the gain-recognition election, basis to the beneficiary, and Kenan gain on pecuniary bequests.
Learn more65-Day Rule (§663(b))
Treating early-year distributions as prior-year distributions for DNI purposes: the annual election for distribution timing.
Learn moreNet Investment Income Tax (NIIT)
The 3.8% surtax hits trusts at ~$16,000 vs. $200K for individuals. Distribution planning, material participation, and 65-day rule coordination.
Learn moreTAI vs. DNI
Trust accounting income vs. distributable net income: how the gap drives distribution deductions, K-1 character, and the tier system.
Learn moreQBI Deduction (Section 199A)
The 20% deduction on qualified business income: allocation between trust and beneficiaries, SSTB phase-outs, and distribution planning to preserve the deduction.
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 moreChildren's Returns & Kiddie Tax
When a trust or estate distributes to a minor beneficiary, their return requires coordination: K-1 income, kiddie tax, and the parent's return all tie together.
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.