Fiduciary and cross-state filings, handled with the record-keeping they require.
Estate and trust returns and multistate filings each depend on facts that are easy to get wrong. GTS confirms those facts before preparing anything.
Fiduciary return preparation
- Estate income-tax return preparation
- Trust income-tax return preparation
- Gift-tax return preparation
- Final individual return for a decedent
- Beneficiary reporting from the fiduciary return
- Coordination with the executor, trustee, or their attorney
Where our role stops
GTS prepares fiduciary tax returns and explains their tax consequences. Drafting or interpreting a will or trust instrument, probate administration, and estate-planning legal advice are the work of an attorney. We coordinate with the attorney handling the estate rather than substituting for one.
Out-of-state and multistate returns
- California resident returns with income sourced to other states
- Nonresident state returns
- Part-year residency in the year of a move
- Credit for taxes paid to another state
- Multi-state business filings where the entity has activity elsewhere
Which states we accept
California is the firm's primary state, and GTS prepares out-of-state and multistate returns beyond it. The states accepted for a given tax year are confirmed with you during intake, and we tell you directly if a state or return type falls outside the current scope. We do not advertise blanket preparation for all fifty states.