Assisting with Trusts and Estates

Fiduciary Tax Preparation

James Teague & Co CPA’s offers fiduciary tax preparation services for trusts and estates in West Texas. We handle the complexities of fiduciary tax filings with attention to detail

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Our Approach to Fiduciary Tax Filing

What We Offer

We assist fiduciaries with Form 1041 preparation, income reporting, and tax compliance for trusts and estates throughout West Texas.

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Preparation of IRS Form 1041 for trusts and estates

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Assistance with income distribution calculations

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Guidance on tax implications for beneficiaries

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Support during IRS correspondence and audits

Structured for Clarity

What to Expect When We Prepare Your Fiduciary Return

01

Document Gathering

We collect necessary financial documents and prior filings related to the trust or estate.

02

Return Preparation

We prepare the fiduciary tax return, ensuring compliance with applicable tax laws.

03

Review and Filing

We review the return with you, addressing any concerns before filing with the IRS.