Trust, Estate, & Non-Profit Taxes

Our Trust Tax Services are designed to support trustees in meeting their fiduciary responsibilities with confidence and accuracy. We prepare federal and state fiduciary income tax returns, ensure proper reporting of trust income, deductions, and distributions, and help you navigate the unique tax rules that apply to trusts. Whether the trust is simple, complex, or grantor-based, we provide clear guidance and careful preparation so you can remain compliant and protect the financial interests of beneficiaries.

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Starting at $750

​Our Estate Tax Services provide comprehensive support for executors and personal representatives navigating the tax responsibilities that arise after someone’s passing. We assist with preparing federal and state estate tax filings, reporting income earned by the estate, and ensuring all required documents are completed accurately and on time. With clear guidance through a complex process, we help you meet all legal obligations, minimize potential tax exposure, and confidently manage the estate’s financial matters during a difficult time.

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Starting at $750

Our Non-Profit Tax Services support organizations in meeting their annual filing obligations while maintaining compliance with IRS and state regulations. We prepare required informational returns, such as Form 990, ensuring accurate reporting of revenue, expenses, governance details, and program activity. With a focus on transparency and accountability, we help your organization uphold its tax-exempt status and demonstrate responsible stewardship to donors, supporters, and regulatory agencies.

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Starting at $950

Our consultation services for estates, trusts, and non-profit organizations provide clear, knowledgeable guidance through some of the most specialized areas of taxation. Whether you’re an executor managing estate responsibilities, a trustee overseeing fiduciary obligations, or a non-profit leader navigating compliance requirements, we help you understand your options and make informed decisions. These sessions allow you to ask questions, clarify complex rules, and develop a strategy that supports accurate filings, long-term compliance, and responsible stewardship.

Our Extension Filing Service helps estates, trusts, and non-profit organizations secure additional time to complete their required tax filings. We prepare and submit the appropriate federal and state extension forms to ensure you remain compliant with IRS and regulatory deadlines. While an extension provides more time to file, it does not extend the time to pay any taxes owed—so we also help estimate potential payments to avoid penalties or interest. This service offers peace of mind and extra flexibility when gathering documents, coordinating with beneficiaries or board members, or navigating complex financial details.