Dealing with an estate or trust? The tax obligations are stricter than most people realize.
Deadlines are firm, filings are complex, and mistakes at this stage can have serious consequences for beneficiaries and trustees alike. Whether you are administering an estate after a loss, managing an ongoing trust, or handling distributions to beneficiaries, Dimov Partners covers the full tax picture so nothing is missed and nothing is late.
Here is how we handle your estate or trust taxes
- 1
Tell us where you are in the process
Type of trust or estate, approximate asset value, and how far along the administration is. We will tell you exactly what filings are required and when they are due.
- 2
We prepare everything
Form 1041, estate tax returns, generation-skipping transfer filings, beneficiary K-1s. We handle the full compliance picture and coordinate with your attorney or financial advisor where needed.
- 3
Clean filings, every party covered
Everything filed on time. Every required party receives their documentation. A clear record of the tax treatment of every distribution.
Why you can trust us to sort your estate or trust taxes
Estate and trust tax is a specialist area and we treat it as one. We work with executors, trustees, attorneys, and beneficiaries across Austin and in all 50 states. Our team understands the intersection of federal tax law, state law, and probate requirements and does not cut corners on any of it. Over 3,000 five-star reviews. Registered to practice nationwide.
- 50
- States served
- 3,000+
- Five-star reviews
- 27+
- Countries of clients
Federally enrolled IRS agents, licensed nationwide