Trusts & estates
Fiduciary, estate, and gift tax returns prepared with care for trustees, executors, and beneficiaries, coordinated with your broader planning.
Sensitive matters, handled with care
Trust and estate returns often arrive at difficult times. We handle them with discretion and precision, so trustees and executors can meet their obligations without added stress.
We coordinate with your attorney and financial advisors so the tax filings line up with the estate plan, and so beneficiaries receive accurate K-1s and clear answers.
Fiduciary filings, start to finish
Returns and support for trustees, executors, and the families they serve.
Trust income tax
Form 1041 fiduciary returns for trusts and estates, prepared accurately and on time.
Estate & gift tax
Estate tax returns and Form 709 gift tax filings, coordinated with your plan.
Beneficiary support
Clear K-1s and answers so beneficiaries understand what they receive.
Experience you can lean on
Fiduciary returns have little room for error. With decades of experience and an Enrolled Agent credential, we prepare them correctly and stand behind the result.
Schedule a consultation- Federally authorizedReturns prepared by an Enrolled Agent, with representation if needed.
- CoordinatedWe work alongside your attorney and advisors, not in a silo.
- On timeFilings handled to deadline, even when timelines are tight.
Need help with a trust or estate return?
Reach our Redwood City office and we’ll get back to you promptly.