Estate & Trust Tax Preparation

Protecting Legacies with Precision and Care

Specialized Tax Filing for Estates & Trusts

Estate and trust tax preparation involves the accurate and timely filing of IRS Form 1041, which reports income, deductions, and distributions from estates and trusts. These filings require a deep understanding of tax law and fiduciary responsibilities.

At Choose Love Solutions, we ensure compliance while helping preserve the financial integrity of the estate or trust.

Here’s what our Estate & Trust Tax Prep service includes:

✅ Preparation & Filing of IRS Form 1041 for estates and trusts

✅ Accurate Allocation of Income, Deductions, and Distributions

✅ Fiduciary Accounting Guidance for executors and trustees

✅ Estate Tax Minimization Strategies

✅ Ongoing Compliance Support with federal and North Carolina regulations

Our Services

Accounting & Implementation

Bookkeeping/Write-Up

Business Consulting

Business Entity Selection

Tax Preparation & Planning

Keep the Legacy Intact, Stay IRS Compliant

Estates and trusts have unique tax responsibilities that differ from personal or business returns. Missing deadlines or incorrectly allocating income and distributions can result in penalties or reduce the amount passed on to beneficiaries.

Whether you're a trustee, executor, or family member managing a legacy, you need expert support to handle the complex tax side with care, accuracy, and professionalism.

Trusted by Families, Backed by Strategy

We specialize in helping individuals and families across North Carolina navigate estate and trust tax preparation with respect, clarity, and tax-saving insight. Our team ensures every detail is handled properly—while keeping the financial goals of your loved ones in focus.

With experience serving business owners, investors, and military families, we understand how to preserve generational wealth and ease the administrative burden during emotional times.