Estate settlement tax services in Chandler Arizona

Estate Settlement

What we do

Settling trusts and estates is a complex, time-intensive matter that involves numerous interactions with outside counsel, courts, regulators, and others. With decades of experience, our team of specialists will coordinate and manage the tax implications that could affect your financial situation.

How wealthnest® Can Help.

Arizona executor meeting with tax advisor for estate settlement
I need help preparing and submitting Form 706 (estate tax), Form 1041 (fiduciary income tax), basis-consistency statements (Form 8971), and any state estate/inheritance returns so I avoid penalties and interest.
Local tax firm guiding Chandler families through estate taxes
I need advice on elections and timing—step-up in basis, QTIP, Section 645, 691(c) IRD deduction—and structure distributions to minimize overall income and estate taxes.
Estate tax planning and compliance for executors and trustees
Estimate taxes due, set proper withholdings and estimated payments, evaluate options like Section 6166 installments for illiquid estates, and navigate multi-state rules without costly surprises.
Tax guidance for executors and beneficiaries

Ensure income, deductions, and credits are reported correctly across the final personal return, estate return, and any amended filings—avoiding costly errors that could increase the tax bill.

How wealthnest® Can Help.

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I want someone to tell me if my retirement expectations are reasonable or not.
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I want to know how I will generate income in retirement and if I will run out of money.
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I need to establish a retirement plan and determine how much I need to save to reach my goals.
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I am looking to simplify and consolidate my retirement accounts.

The wealthnest® Advantage

Professional Service

When going through tax codes for individuals, it can provide the same intricacy as corporate tax code. We can help the person filing a 1040-EZ to a complex, multiple-state return. We excel at identifying opportunities for our clients to potentially save money while staying compliant.

Year-Round Availability

Unlike the pleasant "strip mall" tax preparer who is paid by the hour and will get the job done. If you receive the dreaded IRS letter or possibly forgot something on your return we are here year-round same building same address. Sell a house? Receive and inheritance? You'll be able to reach your direct advisor with any questions you may have.

Local and Independent

wealthnest® has served the Chandler, Ahwatukee and Phoenix Valley, for over the last 20 years. We are a local Arizona business and are independently owned we pride ourselves on being devoid of ANY corporate agenda.