Estates & Trust Tax Preparation – Premier Tax & Resolution

Estate & Trust
Tax Preparation

(Form 1041)

Professional Fiduciary Tax Preparation for Estates and Trusts in Oregon and Washington

Settling an estate or administering a trust involves more than distributing assets, it requires accurate, compliant tax reporting. At Premier Tax & Resolution LLC, we provide licensed Form 1041 fiduciary tax preparation for executors, trustees, and beneficiaries across Oregon and Washington.

Our goal is to simplify the complex tax responsibilities that follow the loss of a loved one, ensuring every income item, deduction, and distribution is properly documented and reported.

Schedule Appointment

What Is Form 1041?

Form 1041, the U.S. Income Tax Return for Estates and Trusts, reports the income earned by an estate or trust after the original owner’s passing. The fiduciary (executor or trustee) is responsible for filing the return and paying any taxes owed on behalf of the entity.

Because fiduciary returns have unique rules, different from individual filings, working with a licensed professional helps prevent costly errors or delays in closing the estate.

Our Self-Employment Tax Services

We handle all aspects of Schedule C preparation and planning, including:

Federal Form 1040 + Schedule C and applicable state filings
Income and expense categorization from bank statements or bookkeeping software
Asset depreciation and Section 179 expensing
Home-office, utilities, and mileage deduction calculations
Self-employment (SE) tax computation and quarterly estimate planning
Year-end financial reconciliation and record-keeping guidance

Every return is reviewed under IRS Circular 230 standards to ensure full compliance and defensible deductions.

Maximizing Deductions and Savings

We help self-employed clients identify legitimate write-offs that keep more income in their pocket, including:

Advertising, subscriptions, and professional fees
Supplies, equipment, and digital-tool expenses
Health-insurance and retirement contributions
Vehicle and travel costs supported by mileage logs
Continuing-education and licensing fees

You’ll know exactly what’s deductible, what requires documentation, and how to track it efficiently throughout the year.

State-Level Filings and Compliance

Fiduciary returns often include state-level reporting requirements. We prepare and e-file Oregon and Washington fiduciary returns, handle part-year apportionment if applicable, and ensure compliance with all state-specific regulations.

Executors and trustees can rest assured that every filing meets both federal and state fiduciary standards.

Secure Client Portal Access

Managing an estate often involves multiple parties and sensitive information. Our secure online client portal provides a safe and private way to upload financial documents, review drafts of tax returns, approve e-filings, and request copies for your records. You can also communicate directly with your licensed preparer through the portal. Every submission is encrypted and stored in full compliance with IRC §7216 confidentiality standards and IRS Publication 4557 data-protection requirements, ensuring your information remains protected at every step.