Estate and trust tax filings - handled accurately and on time.
For executors and trustees across northern New Jersey and New York, our CPAs identify the right filings and handle them from start to finish.
Form 1041
FiledFiduciary return complete
NJ Inheritance Tax
AssessedReturn prepared
Final 1040
FiledDecedent's return complete
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.
Trust and estate tax laws are complicated, and they change often. Form 1041, K-1s to beneficiaries, state filings, deadlines that don’t move — one missed detail can mean penalties, delays, or awkward conversations with the people you’re supposed to be looking after.
We’ve been helping trustees and executors across Bergen County and northern NJ handle these filings since 1984. Our job is to make the paperwork quiet and keep beneficiaries informed, so your role as fiduciary is easier, not harder.
Because an estate rarely stands alone, this work pairs naturally with year-round tax planning and personal tax return preparation.
Your 1041, filed right
Trustees and executors, supported.
Why choose Leeds Accounting & Tax Services?
40+
Years
Preparing estate & trust returns since 1984.
CPA
Reviewed
Every return gets expert eyes.
1,000+
Clients Served
Including executors, trustees, and beneficiaries.
A+
BBB Rating
Accredited since 2013.
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
Reach out
Give us a call at 201-488-2828 or send us an email — we'll respond within one business day to set up an intro conversation.
Share your documents
We'll send a clear, secure checklist of what we need — and walk you through anything you're not sure how to pull together.
Review your return with us
Once your return is prepared, we'll walk through it together — explaining what it means for the beneficiaries and answering any questions before you sign off.
We file on your approval
Once you give the green light, we file the return with the IRS and any applicable state — then send copies for your records and for the beneficiaries.
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.
No obligation. No sales pressure.
Contact UsFrequently 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.