Trust & Estate
Fiduciary Income Tax Return Preparation
Federal and state fiduciary income tax returns are prepared for trusts and estates, reflecting income allocation between fiduciary entities and beneficiaries. Reporting complies with fiduciary accounting income rules and distribution requirements.
Beneficiary Reporting Compliance
Preparation of required beneficiary statements ensures accurate reporting of distributable income. Filings align fiduciary returns with individual beneficiary tax obligations.
Estate Administration Filings
Tax returns are prepared during periods of estate administration, reflecting asset income, expenses, and transitions of ownership. Reporting addresses income retained by the estate versus amounts distributed.
Multi-State Fiduciary Filings
State fiduciary income tax returns are prepared for trusts and estates with assets, beneficiaries, or administration in multiple jurisdictions. Filings reflect situs, residency, and state-specific fiduciary rules.