Connect with CPAs experienced in fiduciary returns (1041), estate tax (706), gift tax, and trust administration.
Trust and estate taxation is a specialized practice area requiring knowledge of fiduciary accounting, distribution rules, and estate planning. TaxProExchange connects your firm with CPAs who specialize in Form 1041 (fiduciary returns), Form 706 (estate tax), gift tax reporting, and trust administration.
Whether you need help with a complex estate return, a trust with multiple beneficiaries, or a grantor trust election, our directory includes professionals with the credentials and experience to handle sophisticated fiduciary engagements. All professionals are credential-verified, and many have years of experience in estate planning and trust administration.
Search by specialization (trusts, estates, fiduciary returns) and state to find professionals who match your engagement. Reach out directly to discuss case complexity, deadlines, and fees—no platform barriers, just professional connections.
Every professional on TaxProExchange is credential-verified before their profile goes live. We manually check CPA state board records, IRS EA enrollment, and CTEC registration to ensure you're working with licensed, active professionals.
Learn more about our verification process and why trust is the default on TaxProExchange.
Our specialists handle Form 1041 (simple and complex trusts, estates), Form 706 (estate tax), Form 709 (gift tax), and state fiduciary returns. Many also advise on trust administration and distributions.
Yes. Many CPAs on TaxProExchange work with estate planning attorneys and can handle the tax side of estate planning engagements, including projections, return preparation, and administration.
Our trust and estate specialists are experienced in complex asset structures, valuation, and basis reporting. Discuss asset mix during your initial conversation.
Yes. All CPA credentials are verified with state boards. Professionals list their specializations and experience, and you can review their profile before reaching out.
Absolutely. Many trust and estate professionals offer ongoing arrangements for recurring filings. Negotiate scope and fees directly.
Find verified CPAs and EAs to handle seasonal overflow and peak workload periods without full-time commitments.
Connect with experienced CPAs and EAs for independent review and sign-off on complex returns and client engagements.
Find experienced CPAs and EAs for IRS audits, appeals, collections, and penalty abatement representation.
Connect with CPAs specializing in state and local tax (SALT), nexus, apportionment, and multi-state compliance.
Browse verified CPAs, EAs, and tax professionals with the exact expertise you need.