Returning Clients | Trusts & Estates
IMPORTANT: Anyone that did not come to us last year for their tax preparation has to be inputted as a new client. Please read ALL the following information, so all appropriate forms are completed.
Start Here
IRS requires that we obtain certain information for each client. This section will help you and us ensure we are meeting those requirements.
Step 1
Please complete the correct Intake Form(s) as they apply to your tax situation.
Intake Form for Decedent Estates
Step 2
Please complete the following form:
Step 3
Please complete the following questionnaire below that applies to you:
Step 4
If you Estate or Trust had a separate business that flowed through it, then please provide us a Profit and Loss Statement for the business separately.
If the business is a rental property, then please skip to step 9 and use worksheet provided.
(A Profit and Loss lists income and then expenses broken down by categories. There should be at least ten categories. If printing from QuickBooks, then print the standard Profit and Loss rather than the detailed).
Step 5
This Step only applies to those that have a business:
A breakdown of equipment, assets, furniture, and vehicles by date, cost, and description.
Step 6
This Step only applies to those that have a business:
A Balance Sheet for the filing year.
(A Balance Sheet lists assets broken down by type, liabilities broken down individually, and equity broken down by owner. If printing from QuickBooks, you will use the standard balance sheet.)
Step 7
This Step only applies to those that have a business:
A Statement of Cash Flows.
Step 8
This Step only applies to those that have a business:
The W-3 and W-2’s – if applicable.
Step 9
If your entity has one or more rental properties, please click below and fill out the profit & loss form.
Rental Property Income & Expense
If you have an Estate (Form 1041), please click on the form below.
Estate (Form 1041) Income & Expense
If you have a Trust, please click on the form below.
Step 10
Form 1096 (summary of 1099’s) – if applicable
This form may apply if you have a business that is ran through the Trust or Estate or the Executor, Administrator, or Trustee are paid a fee for services to oversee the entity.
Step 11
Please complete the form listed below, in order for us to correspond via email or fax.
Consent to Release of Tax Return Information (unless we have a Forever Release Form on file) – This form is required for us to respond via email or fax. Additionally, we need a new consent form for each third party you would like information released to.
PDF Forms: If you would like to digitally send us your information, we only take PDF format files. We prefer PDF files that have been originally scanned and saved as PDFs, meaning not converted to a PDF from a picture file. If you have a smartphone or an all-in-one printer, scanner, & copier, the apps or scanner software often times take a picture then convert it to a PDF. When it converts it to a PDF from a picture, in most cases, we cannot print out your information nor will IRS accept that format. If at all possible, please scan them into a computer and save them as a PDF to your desktop rather than a smartphone.
Tax Portal: We have a portal option where you information can be stored all in one place. We can get information from you and securely put information into your portal for you. It is the best and most secure way of sharing information with each other. Each client needs to have their own email in order to use the portal. Another words, if you have a corporation and an individual return, you will need 2 emails in order to get a portal for each account. We do not suggest or encourage using e-mail, but instead using our portal to share information with us and get information from us.
More than 5 PDF Documents: If you need to send more than 5 PDF documents for your taxes, we have to put your documents in a holding bin until someone can merge them. It will speed up the processing of your return if you merge them into 5 or fewer documents before sending them to us. Sending more than 5 documents will slow down the processing of your taxes. Due to that fact, we ask you to merge them into one or two files. See how to merge files below.
How to Merge Files: On a computer, open one of the files in your PDF viewer and go to “insert file” and select it. The PDF app will ask you what you want to insert, then select the various pages you want to insert and insert them into the file you have open. Just hit save once you are completed or you will lose everything you inserted.