Estate/Trust Tax Return

Service Description

Designed for estates and trusts that are required to file a separate fiduciary income tax return. GabieTax will prepare your federal and applicable state fiduciary tax returns, including Form 1041 and applicable Schedule K-1s for beneficiaries. We’ll review income, deductions, distributions, beneficiary information, and other relevant tax documents to ensure the return is accurately prepared and properly reported. Our remote-friendly process makes it easy to securely submit estate or trust records and tax documents from wherever you are. Pricing varies based on the type of estate or trust, number of beneficiaries, income and distributions, additional forms or schedules, and overall complexity of the return.