Trust & Estate Filings (Form 1041)
Expert IRS Fiduciary Tax Preparation for Estates and Trusts.
36+
500+
100%
< 24h
Ready to Get Started?
Book a free strategy session to discuss your trust & estate filings (form 1041) needs with our licensed CPA team.
Same-Day Response
We typically respond within 2-4 hours
No Obligation
Free consultation with zero commitment
Licensed CPA Team
15+ years serving NYC businesses
What We Include
From 1041 preparation and K-1 distribution to New York State compliance and deduction analysis—we handle every detail.
Accuracy Rate
99.9%
Detailed records that stand up to any review.
Partner Led
100%
Direct oversight of all tax filings.
Reporting Sync
Real-Time
Cloud-integrated updates as they happen.
Fiduciary Filing Experts
We specialize in IRS Form 1041, ensuring accurate returns for estates and trusts of all sizes while meeting all fiduciary duties.
Legacy Preservation
We support executors and trustees in navigating federal and state regulations to protect family assets and minimize tax liabilities.
Your Legacy
Protecting Your Family's Future
Family & Living Trusts
Technically precise tax support for those managing a loved one’s final financial affairs.
Probate Attorneys
Partnering with NYC estate attorneys to provide bulletproof 1041 filings.
Real Estate Estates
Ensuring the long-term tax health and preservation of family wealth.
High-Net-Worth Families
Optimizing distribution strategies to minimize tax impact on beneficiaries.
The Outcome
Your Results
Managing a trust or estate is a big responsibility. We simplify the complex world of trust and estate tax returns—so you can fulfill your fiduciary duties with confidence.
Fiduciary Filing Experts (Form 1041)
Executor & Trustee Guidance
Federal & New York Compliance
K-1 Preparation & Distribution Strategy
Deduction Analysis & Income Allocation
Year-End Tax Strategy & Capital Gains Planning
"Managing a trust or estate is a big responsibility. We simplify the complex world of trust and estate tax returns—so you can fulfill your fiduciary duties with confidence."
Edward Torres, CPA
Our Standards
Our Way of Working
Consultation
Tell us about your estate or trust—no obligations.
Strategy
We review the assets, income, and distribution needs.
Filing
We prepare and file all required forms—on time and stress-free.
Need Help Fast?
If you have an IRS letter or a deadline today, call our office right away.
Licensed Professional Service
Local Expertise. Global Reach.
Headquartered in Forest Hills, NY 11375, we provide professional support to clients across all 50 states.
70-50 Austin St Suite 101 Upper, Forest Hills, NY 11375 230 Park Ave , Suite 343, New York , NY 10169
Serving All of Queens & NYC
From Forest Hills to Manhattan, we are your local firm with global standards.
Best of the Boro Award
Voted Top Accountant in Queens. Our commitment to excellence is recognized by the community we serve.
What is Form 1041?
It's the tax return for an estate or trust. It reports income, deductions, and gains, similar to a personal tax return but for a fiduciary entity.