Estate & Fiduciary Tax (1041 + Final 1040)

Preparation of Form 1041 and final individual returns, with structured coordination for executors, trustees, and professional advisors.

Estate & Trust Returns

• Form 1041 preparation
• Income tax for estates & trusts
• Beneficiary K-1 reporting
• Final individual returns (Form 1040)
• Prior-year filings
• Multi-state fiduciary returns

Fiduciary & Executor Support

• Executor & trustee coordination
• Income & expense organization
• Document review & reconciliation
• Distribution planning support
• Attorney & CPA collaboration
• Compliance tracking & deadlines

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