Estates, Trusts and Multistate Returns
Filing responsibilities that arrive at difficult times.
Executors, personal representatives, and trustees inherit deadlines along with the role. This is the filing side of that responsibility, handled by a credentialed preparer who will tell you what is required and what is not.
Fiduciary filings
Estate and trust returns
- Estate income tax returns
- Trust income tax returns
- Gift tax returns
- Final individual return for a decedent
- Beneficiary reporting schedules
- Coordination with the attorney or fiduciary handling the estate
Filing in more than one state
Multistate returns
- Part-year resident returns after a move
- Nonresident returns for out-of-state income
- Rental or property income in another state
- Business activity that creates a filing obligation elsewhere
- Coordinating credits so the same income is not taxed twice
- Prior-year multistate returns that were missed
This firm prepares tax returns and provides tax guidance for estates, trusts, and multistate filers. It does not draft wills or trust documents, provide legal advice, or act as an estate-planning attorney. Where legal work is needed, you will be told directly.
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Tell us about the filing responsibility
Describe the role you are in and the years involved. Please do not attach court documents, trust instruments, or account statements.
Tax questions are easier to solve before they become tax emergencies.
Work with Anette Desbaillets, EA, for year-round tax preparation, accounting support, planning, and IRS representation.