Trust and Estate Income Tax Preparation at Advisors Management Group

Trust and Estate Income Tax Preparation at AMG

Preparing income tax returns for trusts and estates can be complex and confusing. The tax professionals that we have on our team are experienced in all aspects of trust and estate administration, including the accounting issues unique to trusts and estates.

Our skilled advice is backed by practical experience and insight to ensure that you, as an executor or trustee, are fulfilling your fiduciary duties in regard to appropriate tax planning and proper tax reporting. We can review the estate or trust documents to confirm the estate or trust beneficiaries are maximizing their inheritance or distributions by minimizing the tax consequences.

We can prepare your tax returns and look for efficient tax strategies even if you are already working with an attorney to handle the administration of the estate or trust. We will work closely with your attorney to ensure that your estate or trust is being managed in a way that is most appropriate for your unique circumstances.

We can assist you with:

  • Estate income tax returns
  • Estate tax returns
  • Gift tax returns
  • Simple and complex trust income tax returns
  • Special needs trust income tax returns
  • Qualified disability trust income tax returns
  • Charitable trust income tax returns