Form 1041 · Fiduciary

Trust Tax & Accounting Compliance

Tax compliance and accounting support across irrevocable, charitable, grantor, and non-grantor trusts, including complex and multi-state structures.

Scope of service

Trust Tax Compliance

Federal and state income tax filings across forms and jurisdictions
Grantor versus non-grantor analysis
Ongoing compliance coordination for long-term trust administration

Fiduciary Accounting & Administration Support

Fiduciary accounting support
Distribution calculations and allocation analysis
Probate court-related accounting coordination
Ongoing administrative support for trustees

Specialized & Charitable Trust Matters

Generation-skipping transfer tax reporting and optimization
Charitable trust compliance for CRATs, CRUTs, and CLTs
Qualified small business stock stacking and related trust-level considerations
Technical support for complex trust structures, including IDGTs, ILITs, SLATs, INGs, and similar trusts

Coordination

Working with your advisors

GET Compliance does not serve as trustee or provide legal advice. The firm works with both professional and non-professional trustees, in coordination with their advisors, to support tax compliance, accounting, and defined administrative responsibilities.