Trust & Estate Filings (Form 1041) in Forest Hills, NY

Expert IRS Fiduciary Tax Preparation for Estates and Trusts

We simplify the complex world of trust and estate tax returns—so you can fulfill your fiduciary duties with confidence.

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Key Benefits / Why Choose Us

Why ETCPA Is the Trusted Name in Estate & Trust Tax Filings

Fiduciary Filing Experts

We specialize in IRS Form 1041, ensuring accurate returns for estates and trusts of all sizes.

Executor & Trustee Guidance

Get clear, step-by-step support tailored to your legal and tax responsibilities.

Federal & New York Compliance

We navigate both state and IRS rules, so your filings are fully compliant.

K-1 Preparation & Distribution Strategy

Optimize tax outcomes for beneficiaries with proper income allocation and deductions.

Remote-Friendly & Secure

We support clients locally in Forest Hills and across the U.S. with encrypted document sharing and virtual consultations.

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Core Services / Service Snapshot

What Our Trust & Estate Filing Services Include

IRS Form 1041 preparation and e-filing
NY State fiduciary income tax filing
Beneficiary Schedule K-1 creation
Deduction analysis and income allocation
Year-end tax strategy and capital gains planning
Consultation for executors, administrators, and trustees

Service Detail Features

How We Help Executors and Trustees File With Confidenc

Businesses Served
0 +
Years Experience
0 +
Accuracy Rate
99.9 %
Average Response
24 hr
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Prepare accurate and compliant IRS Form 1041 for estates and trusts

Analyze and optimize deductions, capital gains, and income distributions

File New York State fiduciary returns alongside federal filings

Generate Schedule K-1s for each trust or estate beneficiary

Offer guidance on executor responsibilities and fiduciary obligations

Coordinate with attorneys, CPAs, or wealth advisors as needed

Industry Expertise

Who We Serve With Trust & Estate Filing Support

Family Trusts & Living Trusts

Estate Executors & Probate Attorneys

Real Estate–Heavy Estates

High–Net–Worth Individuals

Small Estates & Multi-Beneficiary Trusts

Local and Nationwide Support

Though headquartered in Forest Hills, NY 11375, our services are designed to support clients across the country. If you’re searching for “bookkeeping and payroll near me”, know that ETCPA delivers local-level care with nationwide compliance and reach.

Office located in the heart of Forest Hills for easy in-person meetings

Supporting local businesses and contributing to our community’s growth

Contact Our Forest Hills Office

Visit Our Office

Serving All of Queens & NYC

Remote services available nationwide

Frequently Asked Questions

Get answers to common questions about our services

Can you work with QuickBooks or Xero?

Absolutely! We work with all major accounting platforms including QuickBooks Online, QuickBooks Desktop, Xero, and others. We can also help you choose the right software for your business needs.

Yes, our full-service payroll includes all federal, state, and local tax filings. We handle everything from calculating withholdings to submitting quarterly returns and year-end forms like W-2s and 1099s.

Yes! In fact, we recommend it. When we handle both your bookkeeping and tax prep, we can provide strategic tax planning throughout the year and ensure a smooth tax season with organized, accurate records.

3-Step Process to Get Started

File with Clarity in Just 3 Steps

Request a Free Consultation

Tell us about your estate or trust—no obligations.

Get a CPA-Led Filing Strategy

We review the assets, income, and distribution needs.

Let ETCPA Handle the Paperwork

We prepare and file all required forms—on time and stress-free.

Why Clients Trust ETCPA

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Make Your Trust or Estate Filing Easy

Schedule your free fiduciary consultation today.

Whether you’re managing an inheritance or finalizing an estate, we’ll walk you through every step.