Starting at $500 (State filing fees are included)

Trust Tax Preparation

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Items Needed To Prepare Your Trust Return

PRIOR YEAR TRUST RETURN (IF APPLICABLE) Make sure to come with your previous year’s tax return. This 1) helps the tax accountant get a better understanding of your trust, and 2) gives quick information about the deductions your trust has (or hasn’t) been taking.
TRUST DOCUMENTS 1) Will or Trust instrucment
2) Name and EIN of the Estate or Trust
3) Name, title and address of the fiduciary
DOCUMENTS RECEIVED 1) Form W-2(s) - Wage and tax statements
2) Form 1099(s) - miscellaneous income, interest and dividends, unemployment, retirement
3) Form K-1(s) - Partnership, S corp or trust income
LIST OF EXPENSES (IF APPLICABLE) 1) Charitable Contributions
2) Property Expenses (tax, mortgage interest, repairs, insurance, etc)
3) Legal and Accounting Expenses
4) Investment Expenses
BANK STATEMENTS 1) 12 months bank statements for the trust (if applicable).
2) Routing and account numbers for the trust bank account
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Benefits of choosing a licensed provider We service clients all over Southern California. Regardless of your location, you can call our office in Rancho Cucamonga to set up an appointment for an in-person or virtual meeting. We can complete most engagements electronically via secure portals and email correspondence.
Constant Continuing Education As licensed accountants, we believe in continuously maintaining our education, so that we can provide our clients with the most up to date knowledge and advice.
Authorized E-File Provider We are an authorized IRS E-file Provider. This meals we can electronically file your returns and get your refund to you faster.
Satisfied Customers Preparing your own taxes is time consuming and confusing. We save you time and stress.