All California Accountancy
(650) 414-0997 service@allcalacc.com
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Estate and Trust Taxation in California
At All California Accountancy, we provide specialized estate and trust tax services to help families, trustees, and beneficiaries navigate one of the most intricate areas of taxation. Our California-based professionals combine deep technical knowledge with personal understanding to ensure every filing is accurate, compliant, and aligned with your estate planning goals.
We understand that estate and trust taxation isn’t just about forms and deadlines — it’s about protecting legacies and minimizing burdens for your loved ones. That’s why we handle each engagement with care, confidentiality, and a strong commitment to California-based excellence.
Comprehensive Estate & Trust Tax Services
Fiduciary Income Tax Returns (Forms 1041 & 541): Preparation and filing for trusts and estates at the federal and California state levels.
Estate Tax Returns (Form 706): Federal estate tax preparation and coordination with estate attorneys and executors.
Trust Accounting & Reporting: Preparation of fiduciary accountings in compliance with California Probate Code and court requirements.
Income Allocation & Beneficiary Reporting: Accurate calculation and reporting of distributable net income (DNI) to minimize tax exposure.
Post-Death Tax Planning: Guidance for executors and heirs on asset step-up basis, income in respect of a decedent (IRD), and timing of distributions.
Multi-State & Nonresident Filings: Handling of estate and trust returns involving beneficiaries or assets outside California.
Protecting What Matters Most
We go beyond simply preparing returns — we work to help families preserve wealth and peace of mind. Our advisors collaborate with attorneys, financial planners, and fiduciaries to ensure that every decision aligns with your broader estate plan.
Whether you’re administering a family trust, settling an estate, or planning your legacy, you can count on our California-based team for clarity, confidentiality, and compassion at every step.
Managing estate or trust taxes can feel overwhelming — with All California Accountancy, you don’t have to handle it alone. Our experienced California professionals are ready to guide you with expertise and empathy every step of the way.