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Trust & Fiduciary
Tax Preparation Services

Tax Preparation Made Simple

Our proposed fee for tax preparation services is based on the tax situation described in your initial inquiry. This preliminary intake is not intended to identify every detail of your tax return. If information or circumstances that materially affect the scope of the engagement are identified after you become a client, we will discuss any necessary adjustment to the scope and fee with you before proceeding.

Is this the first year the trust will be filing a Form 1041?
Yes
No
What type of trust is this?
Revocable Living Trust
Irrevocable Trust
Not Sure
Other
Is this trust part of an estate that is currently being administered?
What types of income did the trust receive?
Were distributions made to beneficiaries during the year?
Yes
No
Not sure
Will the trust require tax returns in any states other than Massachusetts?
Yes
No
Not sure
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