We specialize in tax compliance for estates, trusts, and the individuals navigating them — from straightforward 1040s to fiduciary accounting, handled with precision and care.
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.
Federal and state returns for individuals and families — W-2 income, itemized deductions, credits, and everything in between.
Learn morePublicly traded partnerships, passive activity rules, NIIT, and multi-state filing obligations from partnership and trust investments.
Learn moreSale of inherited property, basis tracking at death, partial step-up for community property, and coordination with estate records.
Learn moreRMDs, inherited IRAs under the SECURE Act, pension income, Social Security taxation, and IRMAA implications from large distributions.
Learn moreJoint filing in the year of death, qualifying surviving spouse status, inherited retirement account decisions, and the transition to filing alone.
Learn moreMinors 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 moreEstate and gift tax filings for individuals with significant assets — lifetime exemption tracking and portability planning.
Learn moreCatching up on personal filings, correcting misreported K-1 or retirement income, and resolving IRS notices — federal and state.
Learn moreIf you hold a power of attorney or have been appointed as guardian, you may be responsible for filing tax returns — federal and state — on behalf of the person in your care. We handle the tax side so you can focus on everything else.
A durable power of attorney that covers financial matters — or a court order appointing you as guardian — gives you authority to act on someone's behalf in tax matters. We file their annual returns, respond to IRS and state notices, and file Form 2848 so we can communicate with the IRS directly on your behalf. Unlike conservators, POA holders and guardians typically don't have formal court accounting requirements — but the tax filing obligation, including state returns, is very real.
Individual federal and state returns for the person in your care, signed under your authority as POA or guardian.
Learn moreRMDs, pension income, Social Security — many POA and guardian situations involve elderly individuals with complex income streams.
Learn moreCatching up on personal federal and state returns that weren't filed before your authority was established.
Learn moreAs a conservator, you're responsible for managing another person's financial estate under court supervision. That includes tax filings — federal and state — and often a formal conservatorship accounting for the court as well.
Unlike a POA, a conservatorship is court-supervised with periodic reporting obligations — including a formal accounting of all assets, income, and disbursements. We prepare both the ward's tax return and the conservatorship accounting, coordinated so nothing falls through the cracks.
Individual federal and state returns for the ward, signed under your authority as conservator.
Learn moreFormal accounting of the ward's estate for court filing — receipts, disbursements, and current inventory.
Learn moreCatching up on returns that weren't filed before your appointment — federal and state.
Learn moreDeath triggers a cluster of tax filing requirements — for the decedent, for the estate, and potentially for estate and gift tax. We handle all of them together, coordinated around your probate timeline.
Most estates involve several returns that each serve a different purpose. The final 1040 covers the decedent's income up to the date of death. The estate's Form 1041 covers income earned after death. Form 706 is the estate tax return — with a $15 million exemption in 2026, many estates won't owe tax, but it's still worth filing to preserve the portability election (DSUE) for a surviving spouse. Form 709 covers gifts made in the year of death. We look at the full picture and make sure nothing is missed.
A note on who has authority: In most estates the executor named in the will files everything. When there's no will, a court-appointed administrator fills that role. In contested or time-sensitive situations, a court may appoint a special administrator — someone with limited authority to preserve assets or handle a specific task while the full appointment is pending. If you've been appointed in any capacity, we can work with whatever authority you hold and advise on the scope of your filing obligations.
The decedent's last individual return — income from January 1 through the date of death.
Learn moreThe estate's income tax return — covers income earned after death, with K-1s for each beneficiary.
Learn moreRequired for larger estates — and worth filing for the DSUE portability election even when no tax is owed.
Learn morePreserving the deceased spouse's unused exemption — a nine-month deadline that can't be missed.
Learn moreGifts made in the year of death require a final 709, coordinated with the estate tax return.
Learn morePrior year unfiled returns, amended filings, and IRS notices that surface during estate administration.
Learn moreWhen distributions are unequal or complex, a formal accounting tracks every beneficiary's share correctly.
Learn moreTrusts can exist entirely independent of a death event, and their ongoing tax obligations are often misunderstood by the trustees responsible for them. We handle trust income tax returns and the accounting that goes with them.
An irrevocable, special needs, or charitable trust is its own taxpaying entity — it needs its own EIN, its own annual Form 1041, and K-1s for any beneficiaries who received distributions. If the trust has multiple beneficiaries with different interests, a UPIA accounting ensures every distribution is properly allocated between income and principal.
Annual income tax return for the trust, with K-1s for each beneficiary who received a distribution.
Learn morePrincipal and income accounting — especially important when income and remainder beneficiaries have different interests.
Learn moreWe can prepare beneficiary returns alongside the trust return to keep everything coordinated.
Learn moreK-1s from estates and trusts have unique rules that most preparers don't deal with regularly. We handle them correctly — including the final-year excess deductions and inherited IRA situations that are frequently missed.
Individual return preparation for beneficiaries receiving K-1s from estates or trusts.
Learn moreSale of inherited property and basis questions that arise when assets pass through an estate.
Learn moreThe 10-year rule, annual RMD requirements, and the distribution planning that determines your tax exposure.
Learn moreIf the estate or trust passed through partnership K-1s or complex investment income, we handle those too.
Learn moreWhether 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.
Individual federal and state returns for each client, filed on time with proper IRS authorization.
Learn moreRMDs, pension income, Social Security — most POA and guardian clients are elderly with complex income streams.
Learn moreUnfiled federal and state returns for clients whose obligations weren't being met before your appointment.
Learn moreIf 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.
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.
Individual federal and state returns for each ward, coordinated with your court reporting schedule.
Learn moreFormal accountings of each ward's estate — receipts, disbursements, inventory — prepared for court.
Learn moreResolving unfiled or incorrect prior returns when you take over a conservatorship mid-stream.
Learn moreIf 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.
When you're managing estate administration — as executor, professional fiduciary, or attorney — you need tax work that moves with you, not against you.
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.
The decedent's last individual return, coordinated with the estate administration timeline.
Learn moreAnnual 1041 for every estate and trust under management, with K-1s for all beneficiaries.
Learn moreFull preparation including portability elections, alternate valuation, and deduction planning.
Learn moreWe flag the portability election proactively on every applicable estate — the nine-month deadline can't be missed.
Learn moreFinal 709 for gifts in the year of death, coordinated with Form 706.
Learn moreUnfiled or incorrect returns that surface mid-administration — resolved cleanly.
Learn moreCourt-ready principal and income accountings for estates with complex or unequal distributions.
Learn moreIf 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.
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.
Annual 1041 for each trust, with K-1s for all beneficiaries, coordinated across your caseload.
Learn morePrincipal and income accountings when income and remainder beneficiaries have different interests.
Learn moreBeneficiary 1040s prepared alongside the trust return — everything coordinated, K-1s delivered through the portal.
Learn moreIf 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.
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.
Individual returns for each beneficiary, consistent with the K-1s issued by the estate or trust.
Learn moreThe entity return that generates the K-1s — prepared together with beneficiary returns.
Learn moreIf 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 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.
Full principal and income accounting — charge and discharge statement, all schedules, beneficiary allocation tracking.
Learn moreFormal accounting of the ward's estate for court — receipts, disbursements, and inventory.
Learn moreIf 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.
Whether you're filing your own return or managing tax obligations for an estate, trust, or individual in your care — we keep everything organized in a secure client portal so documents don't get lost, deadlines don't get missed, and you always know where things stand.
Every client gets a secure account to share documents, sign returns, and communicate with us year-round — not just during tax season.
Every estate, trust, or individual is a separate file with its own documents and status. For fiduciaries managing multiple matters, nothing gets crossed.
Before we start, we'll tell you exactly what needs to be filed, what it will cost, and what we need from you. No surprises mid-engagement.
Estates and trusts don't follow a seasonal calendar — and neither do we. We're reachable year-round for questions, notices, and new matters.
Fiduciary Tax & Accounting Services focuses on the intersection of tax compliance and fiduciary duty — estates, trusts, decedents, and the individuals and entities responsible for managing them.
That focus means we know the nuances that generalists miss: the elections available on a decedent's final return, the income distribution deduction, the complexity of unequal distributions across beneficiaries, and the timing considerations when probate and tax calendars collide.
Every tax situation is different. Reach out and we'll let you know exactly what's needed and what to expect.
All information is kept strictly confidential.