Services
Tax Services for Individuals, Businesses, Estates and Trusts
Administering an estate or trust typically requires multiple tax filings. Our firm focuses on the preparation and compliance requirements that fiduciaries must address.
Fiduciary Income Tax Returns (Form 1041)
Lead with the fiduciary’s reporting obligations and the issues that must be determined before preparation. Mention income allocation, deductions, distributions, beneficiary K-1s, multiple years, termination, and state filings.
Estate Tax Returns (Form 706)
Explain filing-threshold analysis, portability elections, asset valuation, deductions, prior taxable gifts, and coordination with appraisers and estate counsel.
Final Individual Returns (Form 1040)
Explain the decedent’s final filing, income through date of death, surviving-spouse issues, prior-year compliance, and coordination with estate administration.
IRS Representation
Frame as resolution of notices, transcript discrepancies, delinquent filings, account problems, penalties, examinations, and collection matters within the firm’s licensed tax-practice authority.
Business and International Issues
Connect these services to estates and trusts that own corporations, partnerships, LLCs, foreign accounts, or foreign assets. Do not present the firm as a general-market business-tax shop unless that is intentional.
International Tax Compliance
Non-resident withholding issues, and other Foreign Investment in Real Property Tax Act (FIRPA) withholding issues, including preparation of:
- Foreign bank reports Form Fin Cen 114 (FBARs)
- FATCA Form 8938
- Offshore trusts Forms 3520 & 3520A
- Non-resident alien tax reporting Form 1040-NR, Forms 1042 and 1042-S
Fiduciary Tax Guidance
Practical guidance for personal representatives and trustees regarding tax compliance obligations
Collaboration with Estate Attorneys
We frequently work with estate attorneys and other advisors to support the tax aspects of estate administration
Our Locations
Serving Clients Nationwide
We are authorized to prepare federal and state tax returns and represent clients for before the IRS and state administrative tax matters throughout the United States and U.S. Territories via inter-state CPA mobility except in Hawaii and Guam. If you are serving as a personal representative or trustee….
If you are serving as a personal representative or trustee and need assistance with tax filings, we welcome the opportunity to speak with you.
Maryland Office
4800 Hamden Lane, Suite200
Bethesda, Maryland
Florida Office
360 Central Avenue, 8th Floor,
Saint Petersburg, Florida
If you are serving as a personal representative or trustee and need assistance with tax filings, we welcome the opportunity to speak with you.
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