• Tax Returns (IRS Form 1041 for Estates and Trusts) 
  • Fiduciary Tax Returns (IRS Form 1041 for Estates and Trusts) 
  • Beneficiary Income Allocation and Reporting 
  • Information Returns (IRS Forms 990, 990-EZ, 990-N) 
  • Unrelated Business Taxable Income (UBTI) Returns (IRS Form 990-T) 
  • State-Specific Charitable Organizations Filings 
  • Compliance Reviews to Maintain Tax-Exempt Status 

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