Estate and trust taxation is a highly complex area of tax law.
It may seem a daunting task to understand what tax filings are needed and how all this impact the beneficiaries. We are here to help you understand how the tax law applies to your situation and to give you peace of mind as you handle the affairs of the estate or trust.
Many small CPA firms do not offer tax preparation services for estates and trusts and many large CPA firms can be intimidating or their fees may be out of reach. You may therefore find that working with a smaller CPA firm is a better fit. We have many years of experience in dealing with situations like this and preparing these types of tax returns. Our intention is to prepare your tax filings in a manner that gives you confidence in your role as executor or trustee.
You might have had a professional firm who handled the planning and formation of your estate or trust that does not provide tax services. We work closely with a number of law firms. As they navigate the legal realm, we handle the tax preparation.