Estate & Trust Tax Services

Hahn CPAs provides specialized estate and trust tax preparation in Idaho, including fiduciary income tax returns (Form 1041). Our goal is to simplify complex tax requirements and reduce the burden on heirs and beneficiaries.

Estate Tax & Inheritance Guidance

We assist families with filing final individual returns for deceased individuals and preparing fiduciary returns for estates. While Idaho does not impose a separate estate tax, federal estate tax may apply to high-value estates. Our CPAs explain requirements clearly and help executors understand their responsibilities. With compassionate guidance, we aim to ease the process during difficult times while ensuring every obligation is met accurately and on time.

Trust Accounting & Compliance

Trustees often face ongoing responsibilities, from annual filings to distributing income properly among beneficiaries. Hahn CPAs helps with trust tax preparation in Boise and Eagle, advising on when to classify distributions as income versus principal to minimize the overall tax burden. We ensure trust records are maintained in compliance with IRS expectations, supporting fiduciaries in both administration and reporting.

Coordinating with Attorneys & Financial Planners

Effective estate and trust administration often requires collaboration between professionals. Our CPAs regularly work alongside estate attorneys and financial planners to align tax strategies with broader estate planning goals. By coordinating efforts, we ensure that beneficiaries and fiduciaries benefit from a unified approach that protects assets and preserves family wealth for future generations.

Filing Deadlines & Responsibilities

Supporting text: Estate and trust tax returns are generally due April 15 for calendar-year estates and trusts, with extensions available to September 30. Executors and trustees are often unsure about deadlines and filing requirements, which is why many choose to rely on our fiduciary tax services. From preparing final returns for estates to managing ongoing trust filings, we take responsibility for keeping everything compliant and on schedule.