Fiduciary tax services in Chandler Arizona

Fiduciary Taxes

What we do

We also specialize in fiduciary tax preparation. Our experienced tax advisors prepare returns for probate estates, simple and complex trusts, and charitable trusts. We apply our robust financial knowledge of wealth transfer and other surrounding tax issues in this area.

How wealthnest® Can Help.

Estate and trust tax planning in Chandler Arizona
Fiduciary tax rules for trusts and estates are complex; a pro makes sure filings (like Form 1041 and K-1s) are accurate and on time so I avoid penalties and audits.
Chandler AZ tax advisor preparing trust tax returns

I need help with a plan for distributions and deductions so more money ends up with my beneficiaries and less is lost to unnecessary taxes.

Trust tax return preparation and filing services

As a trustee/executor, I’m already juggling legal and family responsibilities—outsourcing the tax work frees me up and ensures nothing slips through the cracks.

Tax planning strategies for trustees and executors

I’m working with my attorney, and investment advisor to align tax strategy with the trust/estate documents and the portfolio, including multi-state and year-round planning.

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.