Estate & Trust Income Tax Returns
We have a vast amount of experience in preparing fiduciary income tax returns. The administration of estates and trusts can be complex, and knowing the available elections, distributions rules, and filing deadlines is essential in competent administration. As a trustee, avoid possible problems by following the trust document precisely and using an experienced CPA to help in preparing the required tax return forms.
Tax elections and distribution rules can be time sensitive. Missing a deadline can result in the Estate or Trust having a tax liability that can be much larger than an individual would pay. Don't wait until the last minute to discuss with a CPA