At Rodger O. Howells, LLC, we are committed to simplifying the filing of tax returns on behalf of a deceased person. Here is how we can assist you:
- Meeting to Determine Tax Filings:
- We obtain an understanding of the decedent’s unique circumstances which allows us to determine the necessary tax filings including the decedent’s final tax return.
- Our goal is to ensure compliance and address any outstanding tax matters.
- Requirements for Estate Income Tax Return or Trust Income Tax Return:
- We guide you through the complex requirements for filing estate or trust income tax returns.
- Our accountants consider all relevant factors to prepare accurate tax returns.
- Tax Consequences of Distributions to Beneficiaries:
- Distributing assets to beneficiaries may create tax implications. We are here to help you navigate this process.
- Our expertise ensures that distributions are handled efficiently and in alignment with current tax laws.
- Contacting the IRS on Behalf of the Deceased:
- If necessary documents are unavailable, we will communicate with the IRS to obtain essential tax reporting information.
- Your peace of mind matters to us, and we are committed to resolving any challenges.
- Preparing Executor or Responsible Party Documents:
- We assist in preparing the necessary paperwork to inform the IRS of the executor or responsible party who will be signing documents on behalf of the decedent.
- Our attention to detail ensures a smooth process during this critical time.
- Obtaining Tax Reporting Numbers (EIN) from the IRS:
- For estates or trusts, we can help obtain the necessary Employer Identification Number (EIN) from the IRS.
- This ensures proper tax reporting and compliance.
During our meetings, we coordinate with estate planning attorneys and other financial advisors. At Rodger O. Howells, LLC, we prioritize personalized attention, empathy, and clear and timely communication. Let us navigate the complexities together. Reach out—we are here for you!