Trusts & Estates Tax Preparation Services

Filing fiduciary returns with precision, care, and peace of mind. 



At Straight Talk CPAs, we specialize in accurate, compliant, and stress-free trust and estate tax return preparation for individuals, families, trustees, and executors. Whether you're managing a simple trust, complex estate, or charitable foundation, our experienced team ensures your filings are handled with precision and clarity. 

Expert Tax Filing for Trusts and Estates

Trust and estate tax compliance requires a level of expertise most general accountants don’t offer. We help you navigate the complexities with confidence and efficiency. 



We handle returns for: 

  • Revocable and irrevocable trusts 
  • Grantor trusts 
  • Charitable trusts and foundations 
  • Complex and simple estates 
  • Multi-beneficiary distributions 
  • Final personal returns (Form 1040) and fiduciary returns (Form 1041) 

Why Choose Straight Talk CPAs?

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Specialized Knowledge

Filing fiduciary returns isn't the same as filing individual taxes. We have deep experience with trust and estate-specific tax laws and forms, so your filings are done right. 

Proactive, Stress-Free Support

We guide you through the process step by step—answering questions, managing deadlines, and helping you make smart decisions that protect your assets and reduce tax liability. 

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Accuracy Is Our Standard

With our Total Peace of Mind Accuracy Guarantee, every return is carefully reviewed to ensure compliance, reduce risk, and avoid costly errors. 

Secure and Efficient Technology

Our secure client portal allows you to upload documents 24/7, track progress, and stay informed. We handle everything behind the scenes—accurately and on time. 

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Our Process: Simple and Reliable

Free Consultation

We start with a conversation to understand your role (trustee, executor, or beneficiary), your filing needs, and any past or current tax issues. 

Gather and Organize Documents

We provide a checklist of everything needed. You upload your documents through our encrypted portal at your convenience. 

Prepare, Review, and File

Our tax team prepares your return, communicates throughout the process, and reviews the results with you before filing electronically. Most returns are completed within 7 business days of receiving all documents. 

Continued Support

We’re here after the filing, too—for follow-up questions, tax notices, or changes in the trust or estate. You’re never left on your own. 

FAQ

  • How often do I need to file trust and estate tax returns?

    Typically, Form 1041 is filed annually for income generated by the trust or estate. Filing requirements vary depending on the trust structure and income level.

  • Are there any deductions or credits available?

    Yes. Trusts and estates can claim deductions for distributions, administrative expenses, and certain charitable donations. We help ensure nothing is missed.

  • Can I file my own trust or estate tax returns?

    You can, but these returns are complex and easy to get wrong. Errors can lead to penalties, delays in asset distribution, or IRS scrutiny. It's worth working with a specialized CPA.

  • What is your Total Peace of Mind Accuracy Guarantee?

    Every return is double-checked by our team to ensure it’s accurate and compliant. If we make a mistake, we fix it at no cost to you.

  • Do you work with clients in all states?

    Yes! We file federal fiduciary returns and assist with any required state filings—no matter where you live or where the estate is located.

  • What happens if a mistake was made on a past return?

    We’ll review the prior return and file an amendment if necessary to correct any errors and potentially recover overpaid taxes.

  • How are your fees structured?

    Our pricing is flat-fee based on the complexity of the trust or estate. We’ll provide a quote after your consultation—no surprise bills.

Reviews From Our Clients

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“Straight Talk CPAs handled my family’s estate tax filings with incredible care and precision. They explained everything in plain language, were always available for questions, and made a very emotional process far less stressful. I’m grateful for their professionalism and warmth.”

Judy R., Illinois

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“Working with Salim and his team gave me complete peace of mind. I was responsible for managing a trust for my late father, and I had no idea where to start. Straight Talk CPAs walked me through every step with clarity and compassion. Highly recommend.”

Anthony C., Florida

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“I’ve worked with several CPAs over the years, and Straight Talk stands out for their depth of knowledge and communication. Their trust and estate tax team was efficient, accurate, and proactive. It’s rare to find this level of service.”

Christine M., New York

Let’s Simplify Your Trust or Estate Filing

We'll help you stay compliant, minimize taxes, and handle fiduciary responsibilities with confidence. 

Schedule Your Free Consultation