TRUST & ESTATE TAX SUPPORT · YORK, PA
Clear help with trust and estate tax returns.
Managing a trust or settling an estate involves unfamiliar paperwork and important deadlines. Accounting Services of York, LLC can help you organize the tax information and prepare the returns included in your engagement.
Returns ASY prepares.
- Trust and estate income tax returns.
- Special needs trust income tax returns.
- Pennsylvania inheritance tax returns (REV-1500).
- Related individual returns when separately included in the engagement.
Estate income tax and Pennsylvania inheritance tax are different filings. We’ll discuss which services you need, what ASY will prepare, and any work that needs another professional. Legal advice, probate administration, and drafting trust or estate documents are outside our tax preparation service.
Records to gather.
- The trust agreement or will, relevant amendments, and documents identifying the trustee or estate representative.
- Taxpayer identification numbers, prior returns, notices, and any known deadlines or extensions.
- For an estate, the death certificate and available date-of-death asset values and supporting statements.
- Income documents, bank and investment statements, property and asset records, expenses, and distributions.
- Beneficiary information and any schedules supplied by an attorney or financial institution.
Contact us early, even if you are still collecting records. We’ll identify what is needed before preparation can begin and confirm the scope and fees. Please bring the entire notice if a tax agency has contacted you.
Share records securely.
Use SmartVault for confidential documents and beneficiary information. Please keep Social Security numbers, account details, and tax records out of ordinary email and text. You can also arrange an office meeting or drop off records during office hours.
Bring your questions. We’ll bring the coffee.
Accounting Services of York, LLC · 3030 E. Market Street, York, PA 17402
Main office: 717-757-5482 · Call or text: 717-759-4227
Meetings by appointment. Tax document drop-offs welcome during office hours.