Trusts & Estates
Trust and estate tax returns (Form 1041) are core services offered to our clients. Our trust work focuses on grantor or irrevocable trusts that require a separate tax return (Form 1041) to be filed apart from the individual (From 1040) tax return. Typically revocable trusts do not require separate tax return reporting while the taxpayer is alive.
Our estate work focuses on income that needs to be reported after the death of a taxpayer until the assets are distributed to the beneficiaries.