Fiduciary income tax, estate tax, and gift tax returns prepared virtually for clients nationwide by an IRS Enrolled Agent.
We prepare Form 1041 income tax returns for trusts and estates, Form 706 federal estate tax returns, and Form 709 gift tax returns. Beyond the forms, we review trust agreements, court letters, and prior returns to spot tax-saving opportunities and prevent costly oversights. Here is what to gather.
Please note: preparation timelines begin once all required documents are uploaded to your secure client portal. Not sure what applies to you? We'll walk through it together on a quick phone call.
Simple, secure tax preparation—from anywhere in the U.S.
Complete the tax organizer and securely upload your tax documents using the instructions provided.
Your return is prepared, with follow-up questions if additional information is needed.
Review your return during a phone call, get your questions answered, sign the required documents, and submit payment.
After signed authorization and payment are received, your return is electronically filed.
Book a free consultation or send us a message and we'll tell you exactly what we need and what it will cost — before any work begins.