- Hours: Mon – Wed 9-4
- Closed all other days
Compassionate, accurate fiduciary tax support during important family transitions
Estate and trust tax filings (Form 1041 and related schedules) can be complex, especially during times of transition. Whether you are settling an estate, distributing assets, or managing a trust, our team offers clear explanations, patient assistance, and reliable accuracy.
We work closely with families, executors, administrators, and trustees to ensure that the estate or trust remains compliant with federal and state tax requirements.
What’s Included
- Estate Tax Return Preparation
- Federal fiduciary income tax return (Form 1041)
- State fiduciary returns
- Taxation of income, distributions & expenses
- Year-of-death tax considerations
- Trust Tax Return Preparation
- Revocable & irrevocable trusts
- Living trusts
- Family trusts
- Charitable trusts
- Special needs trusts
- Executor & Trustee Support
- Guidance on taxable income
- Schedule K-1 preparation
- Asset-related tax considerations
- Filing deadlines & responsibility checklists
- Coordination & Oversight
- Collaboration with attorneys and financial advisors
- Assistance with IRS correspondence
- Clarification of laws, terms, and fiduciary obligations
Our Process
Initial Consultation
We review the estate or trust structure, documents, and timeline.
Gather Required Information
Income statements, bank records, distribution info, asset documentation, and legal documents.
Prepare the Return
We handle calculations, tax treatment, distribution reporting, and K-1 preparation.
Review & Finalize
We walk you through the return and answer all questions clearly.
File & Support
We e-file or paper-file as required, and remain available for follow-up support.
Who This Service is For?
- Executors & administrators
- Trustees of family or charitable trusts
- Attorneys assisting clients
- Beneficiaries seeking clarity
- Families managing a loved one’s estate
- Anyone handling fiduciary tax responsibilities
FAQs
Do all estates need to file a tax return?
Not always. It depends on income earned during administration. We can help you determine filing requirements.
What is a Schedule K-1?
It reports income passed to beneficiaries. We prepare all necessary K-1s.
Can a trust owe taxes?
Yes. Trusts can have taxable income depending on earnings, distributions, and structure.
Do you work with attorneys?
Yes — we frequently coordinate with estate attorneys for smooth, accurate filings.
Need help with an Estate or Trust Return?
Call (803) 325-1444 or schedule a consultation.
We’re here to guide you with clarity, accuracy, and compassion.
Delivering trusted, accurate tax guidance to Rock Hill families and businesses for over 31 years.
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