Trust and Estate Returns
Fiduciary income tax returns for trusts and estates, with beneficiary schedules that tie out.
Scope
What we do
- Prepare Form 1041 with distributable net income and beneficiary K-1s
- Prepare fiduciary accountings in the format your firm uses
What your firm receives
- Returns ready for review
- Trust accounting and distribution schedules
- Beneficiary allocation workpapers
What we need from you
- Trust instruments or wills
- Statements and valuations
- Prior filings
What your firm keeps
Your firm reviews the return, signs as the paid preparer, files it and keeps the client relationship.
How it starts
From first call to first delivery
Access, checklists and security are written down before volume arrives.
A conversation
We learn what your firm needs, which software you run and how your review works.
A trial piece of work
We complete a small, real piece of work so your reviewers can judge the quality for themselves.
Onboarding
Access, security, checklists and communication are set up and written down before volume arrives.
Related
More in Tax Preparation and Review
Partnership Returns
Form 1065 returns for operating partnerships, real estate funds and multi member LLCs, with accurate partner allocations.
Read MoreS Corporation Returns
Form 1120-S returns with shareholder basis tracking, reasonable compensation notes and state pass through entity elections.
Read MoreC Corporation Returns
Form 1120 returns for closely held and venture backed corporations, including consolidated groups and foreign owned companies.
Read MoreStart a conversation
Tell us what your firm needs
Start with a conversation and a small trial piece of real work. Your reviewers judge the quality before anything else is agreed.
- hello@example.comSample
- +1 (202) 555-0142Sample
- Monday to Friday, 8:00 to 18:00 US Eastern timeSample