Estate and Trust Tax Preparation in Tyler, TX with Accuracy and Compassion

Filing taxes for an estate or trust requires care, timing, and knowledge of detailed IRS rules. At Martinez CPA, we provide professional estate and trust tax preparation in Tyler, TX, helping families, executors, and trustees manage every aspect of fiduciary tax compliance. Whether you’re handling a one-time estate or an ongoing trust, our team combines technical expertise with empathy—so you can meet your obligations without added stress.

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Fiduciary Tax Filing Support for Executors and Trustees

Executors and trustees carry legal responsibility for filing accurate fiduciary tax returns on behalf of estates and trusts. Our team prepares and files IRS Form 1041, state-level returns, and related documents to ensure compliance while minimizing potential tax liability.

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Fiduciary Tax Filing Support for Executors and Trustees

For revocable/irrevocable and family trusts, we handle reporting details so your records and K-1s are consistent and complete.

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Determine filing requirements and filing period (calendar vs. fiscal year)

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Calculate DNI and allocate income vs. principal correctly

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Prepare beneficiary K-1s and explain what passes through to individual returns

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Record trustee fees, investment expenses, and administrative costs

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Address investment income, capital gains/losses, and NIIT considerations

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Federal Form 1041 and Texas fiduciary filings

Estate Tax Preparation for East Texas Families

For families managing estate administration after a loss, the tax process can feel overwhelming. Martinez CPA provides clear, confidential guidance on estate-related filings, including post-death income and asset reporting.

We help executors:

  • Identify which returns need to be filed (Form 1040, 1041, or estate return)
  • Report final income for the deceased and ongoing estate earnings
  • Coordinate with probate attorneys for required court filings
  • Determine deductions for administrative expenses and charitable distributions
  • File extensions and respond to IRS notices when needed

Every estate is unique, and we tailor our approach to fit your situation—helping you meet deadlines and protect beneficiaries’ interests.


Trust Tax Filing for Revocable and Irrevocable Trusts

Trusts play a key role in estate planning—but they also come with ongoing tax responsibilities. Martinez CPA assists trustees in preparing annual fiduciary returns, calculating distributable income, and issuing K-1s to beneficiaries.

We manage:

  • Annual Form 1041 preparation for active trusts
  • Coordination with investment managers and attorneys
  • Recordkeeping for income, expenses, and distributions
  • Tax planning for multi-beneficiary and charitable trusts
  • Year-end review to ensure future compliance

Our bilingual team ensures every client—whether English- or Spanish-speaking—understands their obligations and options clearly.

Seamless From Records to Returns

When it comes to estate and trust taxation, experience matters. Martinez CPA has served Tyler and surrounding communities since 2009, offering reliable fiduciary expertise and compassionate client care. We work closely with families, attorneys, and financial advisors to make complex filings understandable and manageable.