Client intake

Fiduciary Tax Preparation

Tell us about the trust or estate and we will send a written flat fee before any work begins. We typically send your quote within one business day.

Your contact information

Full name *

Email *

Phone

State of residence *

How did you hear about us?

About the trust or estate

Is this a trust or an estate? *

Name of the trust or estate *

New or existing client? *

Tax year you need prepared *

Date of death, if this is an estate

Number of beneficiaries

Number of K-1s to be issued

How many state returns?

Activity during the year

Which of these apply?

Investment or brokerage accountsRental or other property activitySales of assets, securities, or real propertyBusiness or partnership K-1s receivedDistributions made to beneficiariesCharitable distributionsForeign accounts or income

Number of investment accounts

Number of rental properties

Is this a final return? *

Documents

Is there a prior-year Form 1041? *

Upload the prior-year Form 1041 (optional)

Upload securely →Encrypted file transfer. Never send returns by email attachment.

We review the prior-year return for missed deductions, credits, and tax-saving opportunities before finalizing your quote.

Is the trust or will document available? *

Anything else we should know?

Nothing is billed and no engagement starts until you approve a written flat fee.

Need a different service?

Individual Tax Preparation Business Tax Preparation Monthly Accounting & Advisory IRS & State Notice Resolution Tax Planning & Advisory