Estates & Trusts
The tax side of settling an estate or administering a trust
What We Handle
Fiduciary income tax returns (Form 1041) for estates and trusts
Federal estate tax returns (Form 706) where the estate is large enough to require one
Final individual returns for the person who has died
Income allocation between the estate or trust and its beneficiaries, and the K-1s that go with it
Multi-state filings when property or beneficiaries cross state lines
Need Assistance?
Email us at info@cainassociatespc.com or complete the form and click "Assistance with amendments, IRS notices or questions" below with a brief description of your situation.
Our team will review your inquiry and contact you to discuss how we can help and the next steps.
Inquiries are free, with no obligation.