Estate & Trust Tax Preparation
Forms 706 & 1041

​Administering an estate or trust comes with unique tax rules and getting them right matters to the beneficiaries who are counting on you. We start by identifying exactly what type of entity you're dealing with; a simple trust, complex trust, grantor trust, or estate since that determines how income is taxed and reported. From there, we reconcile the fiduciary accounting records, calculate the proper distributions to beneficiaries, and prepare the required federal and state filings, including Schedule K-1s. We also coordinate directly with your estate attorney or co-trustees, so nothing gets overlooked. You can expect BEP CPAs to handle this sensitive work with care, keep you informed at every step, and get the technical details right.