Preparation of Estate and Trust Tax Returns
We have extensive experience with taxation of trusts and estates. We work as part of a team with attorneys and financial advisers and can prepare federal or state inheritance tax returns.
We prepare annual fiduciary income tax returns and work closely with the trustee or personal representative in organizing the records of the trust or estate in order to prepare all necessary government filings.
We recommend IRS Publication 559, Tax Information for Survivors, Executors, and Administrators, for clients who have been named trustee, executor or personal representative. It is a good overview of filing requirements is written in a very understandable way. The link to the IRS publication is below:
http://www.irs.gov/pub/irs-pdf/p559.pdf
