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Trust and Estate Tax Returns

We will make sure you comply with the complex tax law

Form 1041, U.S. Income Tax Return for Estates and Trusts, is used by the fiduciary of a domestic decedent’s estate, trust, or bankruptcy estate to report:

  • Income, deductions, gains, losses, etc. of the estate or trust;
  • Income that is either accumulated or held for future distribution or distributed currently to the beneficiaries;
  • Income tax liability of the estate or trust; and
  • Employment tax on wages paid to household employees.
  • Form 1041 was added to the Modernized e-File (MeF) platform in January 2014. MeF can accept the current and prior two tax years.
  • In Processing Year 2021, MeF will accept Form 1041 Tax Years 2018, 2019, and 2020.

ACCOUNTING - TAX - ADVISORY - AUDITS

What Our Clients Say

Stephen Murphy
Stephen Murphy
July 29, 2017
Trusted, dependable cpa firm, highly recommended!
Chuck Bolotin
Chuck Bolotin
July 26, 2017
I highly recommend Greg Wilson for any accounting or business needs. I have used Greg's services for more than 20 years and found him to be very steady, knowledgeable and professional. In addition, to my complete and happy surprise, Greg found a deduction I was completely unaware of that saved me about $50,000 in taxes!
Bainan Wu
Bainan Wu
July 26, 2017
Excellent tax service. I would highly recommend to everyone. Greg and his staff are all very professional.
David Serna
David Serna
March 29, 2017
Very happy with this firm, if you are a San Diego local in need for a solid CPA you will be happy with these guys