Estate and Trust Tax Services in Montgomery County, MD
Are you a trustee, executor, or fiduciary responsible for filing IRS Form 1041 for an estate or trust in Montgomery County, Maryland? Aventa Tax specializes in fiduciary tax return preparation, ensuring compliance and peace of mind for clients in Rockville, Bethesda, Silver Spring, Germantown, Gaithersburg, and surrounding areas.
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Trusted 1041 Fiduciary Tax Preparation
Our Fiduciary Tax Services:
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Preparation and filing of IRS Form 1041 for estates and trusts.
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Maryland state fiduciary income tax returns and compliance.
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Income allocation and K-1 preparation for beneficiaries.
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Guidance on estate distributions, deductions, and tax-saving strategies.
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Ongoing support for multi-year estate or trust administration.
Enrolled Agent Services for 1041 Tax Preparation
Aventa Tax’s Enrolled Agents (EAs) are federally licensed tax professionals authorized to represent you before the IRS for all estate and trust tax matters.
Our EAs provide:
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Expert guidance: In-depth knowledge of 1041 fiduciary tax law and compliance.
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IRS representation: Direct communication with the IRS on your behalf, including audits or notices.
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Tax optimization: Strategic advice to minimize estate and trust tax liabilities while maximizing distributions to beneficiaries.
Aventa Tax LLC is based in Montgomery County, Maryland and provides trust and estate tax services.