(703) 239-0424 appointments@jbdtax.com

Estate and Trust Taxes

Many people are left with fiduciary responsibility when a parent or loved one dies.  It is common for folks these days to put their assets into a living trust to avoid probate when that time comes.  But along with the possibility of estate taxes, Estates and Trusts may be required to file income taxes, if the assets generate enough income.  Settling the affairs of a loved one that has passed can be a time consuming proposition.  If you find yourself in that situation and are not sure of the tax responsibilities for the Estate or Trust you find yourself in charge of, give us a call.  We’ll be glad to sit down with you to help determine what the tax consequences are and if a 1041 needs to be filed.


The 1041 is different than the 1040 and many people who have successfully filed their own taxes for years have difficulty understanding the 1041.  We have years of experience filing 1041’s for Estates and Trusts and can ensure this gets done correctly.  And as always…the consultation is free!!


Fee Structure

  • 1040 EZ $49
  • 1040A $99
  • Most 1040’s $150 to $200
  • Most Small Business or Rental Property $200 to $250
  • Most Estate and Trust Returns $150 to $200.
  • Most S Corporations and Partnerships $500

Free Consultation!