Expert CPA’s and Accountants for Life’s Most Complex Moments
Years Experience
Founded by a Certified Public Accountant-Juris Doctor with over 35 years of tax experience, Our team of CPA’s and Tax Accountants helps fiduciaries navigate federal and state tax requirements while coordinating with estate attorneys and financial advisers.
Filing a final personal tax return, administering an estate or trust involves more than distributing assets. Fiduciaries must ensure that all required tax filings are completed accurately and on time. Many are surprised to learn that a Personal Representative or Trustee has the legal duty to be sure all tax returns are filed and can be personally liable if assets are distributed and taxes are not paid. Trust & Estate Tax Pros, LLC focuses exclusively on tax compliance and reporting for estates and trusts, providing experienced guidance to personal representatives, trustees, and their advisors.
With offices in both Florida and the Washington, D.C. area, the firm serves fiduciaries and advisors nationwide.
Our Services
From simple tax returns to complex estates, we handle it all.
Final Individual Income Tax Returns
Preparation of final Form 1040 and state personal tax returns for decedents.
Fiduciary Income Tax Returns
Preparation of trust and estate income tax returns, including Form 1041 and related tax accounting.
Estate & Gift Tax Returns
Preparation of federal and state estate tax returns, including Forms 706 and 709.
Business Tax Returns
Preparation of current and prior year partnership tax returns Form 1065, corporate tax returns Forms 1120 and 1120S, and related tax accounting.
International Tax Compliance
Preparation of foreign bank reports (FBARs), offshore trusts Forms 3520 & 3520A, Non-resident alien tax reporting Form 1040-NR, Forms 1042...
IRS Representation
Preparation of IRS Form 56 Notice Concerning Fiduciary Relationship, IRS Form 2848 Power of Attorney and Declaration..
Fiduciary Tax Guidance
Practical guidance for personal representatives and trustees regarding tax compliance obligations.
Coordination with Attorneys
Working collaboratively with estate attorneys and advisors to ensure accurate reporting.
Professional Membership
Our Locations
Serving Clients Nationwide
We are authorized to prepare federal and state tax returns and represent clients for before the IRS and state administrative tax matters throughout the United States and U.S. Territories via inter-state CPA mobility except in Hawaii and Guam. If you are serving as a personal representative or trustee….
If you are serving as a personal representative or trustee and need assistance with tax filings, we welcome the opportunity to speak with you.
Maryland Office
4800 Hamden Lane, Suite200
Bethesda, Maryland
Florida Office
360 Central Avenue, 8th Floor,
Saint Petersburg, Florida
Supporting Personal Representatives, and Trustees Responsible for Estate and Trust Tax compliance
Personal Representatives / Executors
Personal Representatives or Executors manage a deceased person’s estate by handling assets, paying debts and taxes, and distributing property to beneficiaries according to the will or applicable laws.
Trustees
Trustees manage and protect trust assets on behalf of beneficiaries, ensuring the trust is administered according to its terms and legal requirements.
Estate Attorneys
Trustees manage and protect trust assets on behalf of beneficiaries, ensuring the trust is administered according to its terms and legal requirements.
Family Offices
Family Offices manage the financial, investment, and estate affairs of high-net-worth families to help preserve and grow wealth across generations.
Financial Advisors
Financial Advisors provide guidance on managing finances, investments, and wealth to help individuals and families achieve their long-term financial goals.
If you are serving as a personal representative or trustee and need assistance with tax filings, we welcome the opportunity to speak with you.
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