Need to File Estate or Trust Taxes? You Don’t Have to Figure This Out Alone.
We prepare and file IRS-required forms for estates and trusts—including 1041, 706, 709, and final 1040s. Whether it’s recent or long overdue, we’ll get it done—properly and on time.
When someone passes away, their financial responsibilities don’t disappear. In fact, a complex web of IRS filings may be triggered—many of which depend on how assets were held, how much was gifted, and whether a trust or estate was created. As the person in charge—often called the executor (for an estate) or trustee (for a trust)—you may be required to file any of the following:
- Form 1041 – Income tax return for estates and trusts
- Form 706 – Estate tax return for large estates
- Form 709 – Gift tax return for lifetime transfers
- Final Form 1040 – The deceased person’s final individual income tax return
But here’s the challenge: most people have no idea which forms are needed—or what information the IRS expects.
That’s not your fault.
In fact, many of our clients only come to us after their attorney tells them: “Now you need to find a CPA who handles estate and trust taxes.” That’s what we do, day in and day out.
We make the process simple, accurate, and stress-free.
You don’t need to know what a 1041 or 706 is before you call us. We’ll ask the right questions, assess the situation, and determine exactly what needs to be filed—then handle it for you from start to finish.
Our Process Includes:
- Reviewing the estate/trust structure and documents
- Coordinating with your lawyer to ensure legal compliance
- Gathering and organizing financial records
- Preparing and e-filing all applicable federal and state tax forms
- Providing guidance on future tax obligations (if the trust or estate continues)
We’ve handled simple filings and extremely complex ones—spanning estates with missing paperwork, multi-year delays, or emotionally charged family situations.
Most importantly, we understand this is more than just taxes. You’re likely grieving, overwhelmed, or simply trying to do the right thing. We bring not only technical expertise, but also a calm, respectful approach to a difficult time.
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Frequently Asked Questions
I don’t know which forms need to be filed. Can you help me figure it out?
Yes. That’s exactly what we do. You don’t need to know whether you need a 1041, 706, or 709—we’ll assess your situation and guide you step by step.
It’s been years since the person passed away. Can I still file?
Yes. We’ve handled estates going back more than a decade. While there may be penalties or paperwork hurdles, we’ll help you navigate them.
I’m the trustee and the beneficiaries are asking for a formal accounting. What do I do?
You’re legally obligated to provide a clear financial accounting. We can prepare a complete, court-ready report that protects you and satisfies all requirements.
What if I don’t have all the records?
We specialize in reconstructing financial data from bank statements, tax returns, and other documents. You don’t need perfect records—we’ll help piece it together.
Can you work with my lawyer?
Absolutely. We frequently coordinate directly with attorneys to ensure everything aligns with legal strategy and court expectations.
How much does this cost?
Every case is different, but we offer transparent pricing and will always provide an estimate up front. No surprises—just honest guidance.