Estate planning and probate attorneys
Hand the tax-preparation side of an administration to a team that keeps legal questions with you and keeps you informed when the client permits.
For professionals
A tax partner for your estate and trust clients.
Franklin Solomon prepares the tax work that follows a death: the final individual return, estate and trust income-tax returns, and federal estate-tax filing support. We work remotely with families anywhere in the United States and coordinate with the professionals already involved.
Who refers to us
Built to sit alongside the professionals a family already trusts.
Financial advisors and wealth managers
Give a family a clear tax path after a client dies, so the final return, estate income, and beneficiary reporting do not stall the transition.
Trust officers and professional fiduciaries
Get organized fiduciary income-tax preparation and K-1 reporting, with documents requested in a clear, predictable sequence.
CPA and EA firms
Route the final returns and fiduciary filings your firm does not prepare, so your clients' families are still looked after.
What we prepare
The tax filings that tend to follow a loss.
Each service is limited to tax preparation and tax-information coordination. We do not provide legal advice, interpret governing documents, or act as executor or trustee.
- Final tax return preparationSupport with the final federal income-tax return after a death, organized around the documents and filing questions that apply to the situation.
- Estate and trust income-tax returnsTax-focused support for estates and trusts that may need federal income-tax reporting, including Form 1041 and related beneficiary information.
- Executor and trustee tax supportA clear tax-preparation path for executors and trustees who need to organize records, deadlines, and communication around an estate or trust filing.
- Federal estate-tax filing supportTax-preparation support for clients assessing a possible federal estate-tax return or portability filing, alongside their legal and valuation professionals.
How a referral works
Simple for you, calm for the family.
1
Introduce the client
With your client's permission, send a short note through the form below or by email. A name and the general tax question are enough.
2
We scope the tax work
We contact the executor, trustee, or family, identify the federal filing questions, and explain what records are useful.
3
Coordinated, within our lane
We prepare the tax work in our scope and, when the client authorizes it, share status and tax information with you. Legal, valuation, and fiduciary decisions stay with the responsible professional.
Useful to share with clients: our plain-language guides on final returns, Form 1041, K-1s, and estate-tax filings.
Prefer email? contact@franklinsolomongroup.com