Services
Trust, Estate & Real Estate Tax
Specialist-coordinated tax and accounting work for property, trusts, and estates.
Support, tailored to the details.
Explore the work we can coordinate. Your engagement confirms the scope, delivery arrangements, and supported jurisdictions.
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Trust income-tax returnsFrom $999/yearEstate income-tax returnsFrom $1,199/yearBeneficiary reporting$99/additional routine K-1Gift-tax return coordinationFrom $699/engagement + specialist feeEstate-tax return coordinationCustom proposal + specialist feeRental-property accountingFrom $299/monthProperty-sale tax supportFrom $399/property add-onFIRPTA assistanceCustom proposalCost-segregation coordinationCustom proposal + specialist feeReal-estate tax planningFrom $499/projectEstate-planning legal coordinationCustom proposal + attorney fee
Some engagements require specialist delivery or separate provider arrangements. Availability is confirmed before work is accepted.
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