Business Tax · Trust & Estate
Trust & Estate Tax Preparation in Raleigh, NC
Form 1041 preparation and beneficiary K-1s — often for a trust or estate connected to a business we already know.
A trust or estate that holds a business interest, investment assets, or real property needs its own return, separate from any individual or business return connected to it. This is often where a family's business and its estate planning intersect — and where knowing the underlying business helps get the fiduciary return right.
What's Involved
What we handle for a fiduciary return
1041 Preparation
The fiduciary return itself, prepared for the trust or estate as its own taxable entity.
Beneficiary K-1s
Income, deductions, and credits allocated out to beneficiaries correctly, with the K-1s to support it.
Income Distribution Deduction
What the trust or estate can deduct for amounts actually distributed to beneficiaries — a calculation that materially changes the return.
Coordination with Counsel
We work alongside your estate planning attorney on the numbers. We don't draft the trust or advise on its legal terms.
Trust & Estate Questions
Frequently Asked Questions
What families and fiduciaries ask before their first 1041.
Get a fixed-fee quote for a trust or estate return
Answer a few questions about the trust or estate. You'll have a tailored, fixed-fee quote from Andrew within one business day.