Trust and Estate Tax Services

Navigating the complexities of trust and estate taxation requires precision and a deep understanding of ever-changing tax laws. At Fifield, Kim & Associates CPAs, Inc., we provide the technical expertise and personal attention needed to manage these sensitive financial matters through specialized tax compliance and reporting.

Our role is to manage the intricate filing requirements that arise during transitions and ongoing administration. We work closely with individuals, executors, trustees, and your attorney to navigate the filing process with clarity. Our focus is providing accurate, timely tax preparation and professional financial guidance, helping the fiduciary meet all filing responsibilities.

Our Trust and Estate Tax Services include:

Fiduciary Income Tax Returns: Expert preparation of Forms 1041 and state equivalents.
Gift Tax Compliance: Strategic reporting of lifetime transfers via Form 709.
Tax Planning for Beneficiaries: Coordinating distributions to minimize the collective tax burden.
Trust Accounting: Ensuring accurate financial records for complex trust structures.