Description
About the service
Fiduciary income tax preparation, income allocation, and beneficiary reporting services to ensure compliance and preserve wealth by minimizing taxes.
Details
Trust and estate taxation can be complex, requiring specialized knowledge to ensure compliance and minimize taxes. We provide expert guidance and accurate tax reporting for trustees and executors. Our services include:
- Fiduciary Income Tax Preparation
Preparation and filing of federal and state fiduciary income tax returns for trusts and estates, ensuring compliance with reporting requirements.
- Income Allocation & Beneficiary Reporting
Accurate calculation and reporting of distributable net income (DNI) and preparation of K-1 forms for beneficiaries.
- Estimated Tax Payments
Calculate estimated tax payments for federal and state tax authorities.
Team
Daniel J. Rogers Jr. CPA, CMA, CFM, MST
Senior Partner
Kevin T. Rogers, CPA
Partner
Thomas C. Randecker, CPA
Kathlynn N. Farley, CPA
Mary K. McNutt
Accountant
Kara E. Care, CPA
Kristina K. Goss
Firm Administrator
Other Services
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