Estate & Trust Tax Services With Clarity and Care
Navigating Estate or Trust Taxes With Uncertainty?
Dealing with trusts or estates can feel overwhelming—especially when tax forms, deadlines, and compliance issues add to an already emotional time. Executors, trustees, and beneficiaries often worry about making costly mistakes or missing important steps. Andy Wang CPA & Associates provides sensitive, expert estate and trust tax support—so you can fulfill your responsibilities with confidence and preserve family wealth for the future.
Problems We Solve Every Day
Trust and Estate Tax Return Preparation
We prepare all required fiduciary tax returns (Form 1041), ensure proper allocation of income and deductions, and file with accuracy—helping you avoid IRS penalties or late fees.
Guidance for Executors and Trustees
Serving as a fiduciary brings legal and tax duties. We clarify your role, help gather necessary documentation, and provide a roadmap for compliance.
Distribution Planning and Beneficiary Guidance
Incorrect distributions can lead to tax surprises or disputes. We advise on timing, reporting, and how to minimize taxes for both the trust/estate and its beneficiaries.
Resolving IRS Notices and Audit Concerns
Received a notice or audit letter? We handle communication with tax authorities, resolve discrepancies, and represent your interests throughout the process.
Coordinating With Attorneys and Financial Advisors
Estate matters require teamwork. We collaborate with your attorney or wealth manager to ensure all tax strategies align with your overall estate plan.
Estate & Trust Tax Is About More Than Filing Forms
We focus on both compliance and smart tax strategy—helping you preserve assets, avoid unnecessary taxes, and plan for smooth transitions.
Support for Complex and Simple Estates
From basic trusts to multi-generational family estates, we tailor our approach to your situation—bringing Silicon Valley experience and a personal touch.
Fiduciary Responsibility, Met With Professionalism
We understand the pressure of fiduciary duty. Our CPA-led process keeps you organized, timely, and fully informed every step of the way.
Your Estate & Trust Tax Questions, Answered
What documents do I need to prepare an estate or trust return?
Typically, you’ll need income and distribution records, trust/estate documents, beneficiary info, and prior-year returns. We provide a detailed checklist for each case.
Do you work with both simple and complex trusts?
Yes. We handle everything from straightforward family trusts to estates with business interests or multiple beneficiaries.
Can you help resolve IRS issues or late filings?
Absolutely. We assist with IRS notices, penalty abatement, amended returns, and compliance for prior years.
How do you coordinate with attorneys or wealth advisors?
We work closely with your legal and financial team to ensure a cohesive estate and tax strategy.
Do you provide ongoing advisory or just one-time filings?
Both. We offer annual compliance, tax strategy sessions, and ongoing support for trustees and families.
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Navigate Estate and Trust Taxes With Clarity and Confidence
Andy Wang CPA & Associates provides detailed, compassionate tax guidance for estates and trusts—helping you protect family assets and fulfill your fiduciary duty.