As a court-appointed conservator, you're responsible for the ward's financial affairs — including tax filings and the formal accounting the court requires.
A conservatorship gives you court-supervised authority over another person's financial estate. That authority comes with real responsibilities — including making sure their taxes are filed each year and providing the court with a formal accounting of everything that came in and went out under your management.
Most people appointed as conservator have no experience with either of these obligations. We handle both: the tax filings and the court accounting.
The ward still has to file federal and state income tax returns each year. As conservator, you're responsible for making sure those returns are filed. We prepare them under your court-granted authority and file Form 2848 with the IRS so we can handle IRS notices directly.
Unlike a POA, a conservator typically has formal court reporting obligations — including a periodic accounting of all assets, income, and disbursements. We prepare conservatorship accountings in the format required for court filing, coordinated with the annual tax return so both documents are consistent.