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We offer a broad range of services to help you secure a sound financial future. You've worked hard to get where you are. You deserve a firm that works hard for you.

Estate & Trust Tax Services

Jeanine can help with your Estate. Trust, and Gift tax return preparation.  She has colleagues

who can help as well.

Please make a 15-minute telephone appointment at review your tax situation.  A proposal

with pricing or referral will follow our conversation upon request.

Jeanine will also assist with the deceased's final personal income tax return, Form 1040. 

This is needed to close your records with the Internal Revenue Service and your state/local

departments of revenue.  It will notify the governmental entities that the taxpayer is filing

his/her final return and paying final income taxes.  It will also alert them that any further

filings and/or requests for refunds are attempted theft of identity of the deceased and are

therefore fraudulent.

About Form 1041, U.S. Income Tax Return for Estates and Trusts 



Information about Form 1041, U.S. Income Tax Return for Estates and Trusts, including recent
updates, related forms and instructions on how to file. Form 1041 is used by a fiduciary to file
an income tax return for every domestic estate or domestic trust for which he or she acts.
General Information

 Trusts and Estates

Jeanine can help with preparing your Form 1041 for your trust and/or estate.  

Form 1041, U.S. Income Tax Return for Estates and Trusts

Please schedule a 15-minute telephone call at to discuss your estate or trust tax questions.  Jeanine will interview you to assess your needs and inform you of what to expect when we proceed with preparation and review of your tax returns.  You will be sent a follow-up engagement packet and tax interview (tax organizer) if you decide to proceed with services.  Your retainer and final balance due prior to your review and signing will be e-billed to your e-mail box.

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