Estate & Trust Tax & Accounting
At Holmes & Associates, we understand that estate and trust planning is a crucial component of preserving wealth and ensuring a smooth transfer of assets. Our experienced team specializes in tax compliance, fiduciary accounting, and strategic planning for estates and trusts. Whether you are an executor, trustee, or beneficiary, we provide comprehensive tax and accounting services to help you navigate complex regulations and minimize tax liabilities.
Our Estate & Trust Tax & Accounting Services
Tax Planning & Compliance
✔ We prepare and file Form 1041 (U.S. Income Tax Return for Estates and Trusts)
✔ Accurate income tax reporting for estates and trusts
✔ Distribution planning to minimize tax burdens for beneficiaries
✔ Identifying deductible expenses and maximizing tax benefits
Estate Tax Return Preparation (Form 706)
✔ Valuation of estate assets
✔ Estate tax calculations and planning
✔ Coordination with attorneys and financial advisors for strategic planning
Fiduciary Accounting & Reporting
✔ Asset & Liability management
✔ Court-approved fiduciary accountings
✔ Detailed income and expense reports
✔ Transparent and compliant financial records for trusts and estates
Trust & Estate Advisory Services
✔ Estate tax minimization strategies
✔ Charitable giving and legacy planning
✔ Assistance with trust distributions and tax-efficient wealth transfers
Why Choose Holmes & Associates?
With years of experience in estate and trust taxation, our CPA firm provides personalized service and expert guidance. We work closely with attorneys, financial advisors, and fiduciaries to ensure that estates and trusts are managed with precision and efficiency.
Free Tax Analysis and Consultation
Holmes & Associates, CPAs offers a Free Tax Return Analysis. This is a fast, but thorough process where we go through the financial health of your small business and financials. Our CPAs look at your books, tax write offs, tax deductions, financial statements and in less than hour we will have a full report on how you can increase your bottom line and save money.
This is a totally FREE service. You have nothing to lose and everything to gain by letting our CPA firm analyze your small business.