Estate tax

For Personal Representatives & Trustees

If You Have Been Named Executor or Trustee

Being appointed as a personal representative or trustee carries significant responsibilities, including tax compliance.  Many fiduciaries are surprised by the number of required filings and deadlines. Personal Representatives and Trustees have a legal duty to be sure all tax returns are filed and can be personally liable where assets are distributed and taxes are not paid.  It is critical that fiduciaries get the proper guidance and advice to protect themselves from potential liability where tax returns are unfiled or when there is an insolvent estate.  

Common tax filings may include:

  • Final personal income tax return for the decedent
  • Filing prior year unfiled tax returns
  • Estate or trust income tax returns
  • Federal estate tax return
  • State tax filings

Trust & Estate Tax Pros, LLC assists fiduciaries in organizing the necessary information and completing these filings accurately.

Typical Process

Initial
consultation

Document and
information review

Obtaining IRS
Transcripts

Determining the scope of tax compliance required

Tax return
preparation

Coordination with attorneys and advisors

Filing and ongoing
support

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>

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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