Ensure estate and trust tax returns compliance.
For executors and trustees across Bergen County and northern New Jersey, our Maywood CPAs pinpoint which estate, trust, and New Jersey inheritance-tax filings apply — then prepare and submit them accurately and on time.
Stay compliant with current tax laws and regulations
Avoid penalties and likely audits
Minimize tax liabilities
Managing estate and trust tax filings need not be daunting.
Estate and trust tax laws are complicated and ever-evolving, making them overwhelming to navigate. Managing a trust or estate involves completing several tax forms, most of which are pretty intricate, not to mention strict filing deadlines that increase the likelihood of mistakes. Consequently, not hiring an experienced accounting firm to manage your estate and trust tax filings can prove costly as such mistakes can breed penalties or audits.
Leeds Accounting & Tax Services has over 40 years of experience helping trustees and estate executors across Maywood, Bergen County, and northern New Jersey achieve their goals with greater accuracy, efficiency, and peace of mind. Because an estate rarely stands alone, our estate and trust work pairs naturally with year-round tax planning and personal tax return preparation.
Why choose Leeds Accounting & Tax Services for your estate and trust tax-preparation needs?
Client Satisfaction: We have over a thousand happy clients to our name.
Experience: We've worked on estate and trust tax returns for over 40 years.
Expertise: You’ll receive advice from a CPA and thus confidence in working with a pro.
Client Testimonials
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“I have and continue to use Kevin Leeds and his company to do my personal and small business tax returns and tax planning since 1993. Kevin and his staff are current on all the constantly changing tax rules and laws, and their rates are reasonable. I would recommend them without hesitation.”
Alan R., New York
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“The Leeds team has supported us for forty years, from buying our first home, starting a family, and ultimately founding a business. By providing guidance, support, and representation as needed, we're happy to be friends, well past just clients!”
Jim, New Jersey
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“Working with Leeds Accounting gives me confidence in knowing my finances are accurately recorded and reported. Their extensive industry experience, professional certifications, and excellent communication skills are why I remain a satisfied client after twenty-five years.”
Leslie, Georgia
How it Works
ONE
Contact Us
TWO
Prepare your documents and speak with one of our experts
THREE
Review your returns with a member of our team
FOUR
We’ll file your returns upon receiving your approval
Pricing and Other Considerations
Pricing varies based on the complexity of your tax returns. Please contact us to schedule a no-obligation consultation with one of our Certified Public Accountants.
Frequently Asked Questions
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Yes. Leeds Accounting & Tax Services prepares estate, trust, and New Jersey inheritance-tax returns for executors and trustees. Based in Maywood, our CPAs determine which federal and state filings are required and complete them accurately and on time, and we serve clients throughout Bergen County and northern New Jersey.
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Depending on the estate, we prepare federal and New Jersey fiduciary income-tax returns (Form 1041 and NJ-1041), the New Jersey inheritance-tax return, and a federal estate-tax return when the estate is large enough to require one. After reviewing the estate, we confirm exactly which filings apply so nothing is missed.
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Estate and trust returns carry strict deadlines and detailed forms, and mistakes can trigger penalties or audits. Our CPAs track the filing requirements and deadlines for you and prepare each return carefully, so the estate stays compliant.