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Autarky Tax and Accounting

Estate & Trust Tax

Protect what you have built for the people who matter most.

What We Do

Navigating one of the most complex areas of the tax code

Estate and trust taxation is one of the most complex areas of the tax code. We work with families, executors, and trustees to navigate filings, minimize estate taxes, and ensure a smooth transfer of wealth across generations.

Whether you're dealing with a recent loss or planning ahead to protect your family's financial future, our CPAs provide clear, compassionate guidance through every step of the process.

  • Estate tax returns (Form 706)
  • Trust income tax returns (Form 1041)
  • Gift tax returns (Form 709)
  • Fiduciary accounting
  • Post-mortem tax planning
  • Coordination with estate attorneys
  • Generation-skipping transfer tax planning
  • Charitable giving and foundation strategies

Who We Help

Families & Heirs

Navigating the tax side of an estate after a loss

Executors & Trustees

Fiduciary tax compliance and accounting

High-Net-Worth Individuals

Proactive estate tax minimization strategies

We Work With Your Team

Attorney Coordination

We coordinate directly with estate attorneys, financial advisors, and other professionals to ensure the tax side of your estate plan is fully aligned with your legal and financial strategy.

For Reference

Official Government Resources

These links go directly to official government websites. Autarky Tax and Accounting is not affiliated with the IRS, FinCEN, or the US Treasury Department.

From the Tax Cafe

Further Reading

Estate & TrustBasis of Inherited Assets: The Step-Up Rule, Its Limits, and Planning ImplicationsIRC §1014 gives inherited assets a stepped-up basis equal to fair market value at death — permanently eliminating decades of unrealized gain. But the rule has important exceptions.Read article Estate & TrustEstate and Trust Tax: What Executors and Trustees Need to KnowForm 706, Form 1041, portability elections, and the tax decisions that arise in the first year after a death.Read article Estate & TrustForm 1041 vs. Form 706: Which Return Does Your Estate Need?The difference between estate income tax returns and estate tax returns — and when you need both.Read article
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Let us handle the complexity.

Estate and trust tax doesn't have to be overwhelming. Schedule a consultation and we'll walk you through exactly what's needed.

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