Estate + Trust Tax Services
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Above and beyond. Excellent customer service. I always feel like Matthew and his team are working hard to ensure I get the best return.
Wendy Treloar
Sandy, UT • December 2020
Estate + Trust Tax Services
Careful and timely fiduciary tax preparation for estates and trusts. We work closely with trustees, executors, and beneficiaries to ensure accurate filings, thoughtful distribution planning, and clear guidance throughout the process.
Fiduciary Tax Preparation
Comprehensive estate and trust tax filings prepared accurately and on time.
Executor & Trustee Guidance
Practical support for trustees and executors throughout the administration process.
Beneficiary Coordination
Clear communication and streamlined reporting for beneficiaries and their advisors.
What you’ll need
- Trust/estate documents and EIN
- Income/expense records and bank statements
- Prior fiduciary returns (if any)
- Distribution history and plans
- Beneficiary list and contact info