Trust Income Tax
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Trust Tax Packages
Basic
Includes:
- Tax return preparation (Form 1041)
- Input forms: up to 3*
- Beneficiaries: 1
Standard
Includes:
- Tax return preparation (Form 1041)
- Input forms: 4-8**
- Beneficiaries: 1-3
Complete
Includes:
- Tax return preparation (Form 1041)
- Input forms: 9+**
- Beneficiaries: 4+
- Trustee services
* Brokerage statements, K-1s, 1099s
** Brokerage statements, K-1s, 1099s, and Schedule C, E or F