Estate & Trust Taxation

Fiduciary returns, gift tax filings and careful guidance for families managing an inheritance or a loved one's estate.

Estate & Trust Taxation
  • Starting pricecustom quote
  • Turnaround3–4 weeks
  • How we workIn person or online

Careful guidance when it matters most

Fiduciary returns, gift tax filings and estate tax planning for families managing an inheritance or a loved one’s estate.

  • Form 1041 fiduciary income tax returns
  • Form 709 gift tax returns
  • Final individual returns for a decedent
  • Coordination with your attorney and financial advisor

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How it works

Your Return, Done in Four Clear Steps

No guesswork, no shoebox of receipts on our table. Here's exactly what happens after you reach out.

  1. Free Consultation

    A 20-minute call to understand your situation, deadlines and any open IRS issues.

  2. Upload Documents

    Use our secure portal and personalized checklist — no guessing what to send.

  3. Review Together

    We walk you through the draft return, what you owe or get back, and why.

  4. E-File & Follow Up

    We file, confirm acceptance and set reminders for next year's planning.

Free 2026 Tax Document Checklist

One page listing every form and receipt to gather before you file. Get it by email in seconds.

Send me the checklist
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