Estate & Trust Tax Services in Sandy, Utah
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Darliana shimp
Manager
Estate & Trust Tax Services in Sandy, Utah
Careful, timely fiduciary filings with clear communication for trustees and families.
Preparation of fiduciary returns with distribution planning.
Guidance for Utah trustees and executors on next steps.
Sensitive handling and on-time filings.
Fiduciary filings done right
Accurate 1041 filings, income allocation, and beneficiary K-1s with clear documentation.
Executor and trustee guidance
Step-by-step support so fiduciaries know what to provide and when.
Coordination with beneficiaries
Smooth delivery of K-1s and explanations to reduce surprises for recipients.
What you’ll need
- Trust/estate documents and EIN
- Income/expense records and bank statements
- Prior fiduciary returns (if any)
- Distribution history and plans
- Beneficiary list and contact info