1041 Returns

Final 1040 Returns

Gift Tax Returns

Estate Returns

• Decedents
• Trusts
• Estates
• State Estate Filings (Oregon has a $1M threshold)

Examples of 1041 Pricing:

Base price for all 1041, Gift Tax Returns, and Estate Returns is $1,999 per year and includes Oregon filings.

Our office does not prepare 1041, Gift, or Estate Returns unless at least one of the beneficiaries or donors files their 1040 return with our office.  The 1040 return is billed separately.

Extension calculations, initial filings, a large number of source documents, turning in documents over several months in multiple file formats, a large amount of texting/email correspondence, frequent phone calls and consultations all generally add to an annual invoice. All price quotes assume project will begin and be completed within 30 days.

Please inquire directly if you have pricing questions or concerns.