Who we help
Support for fiduciaries and families
Executors, trustees, beneficiaries, and families managing estate or trust tax responsibilities.
Estate and TrustTax Preparation
Estate and trust matters bring important filing responsibilities at an already demanding time. We coordinate with clients and their attorneys, prepare required tax filings, and help keep the financial details organized throughout the transition.
Bring order to fiduciary tax responsibilities
We help fiduciaries identify the records and filing work involved, prepare applicable returns, and coordinate tax information during an often demanding transition.
01 · Inventory
Identify filings and available records
Estate and trust income tax return preparation
02 · Preparation
Address the applicable tax returns
Final individual income tax returns for a decedent when required
03 · Coordination
Keep reporting details connected
Coordination around tax reporting, distributions, and gift-reporting questions
W. Douglas Everett CPA is based in Saint Joseph and serves the Kansas City metro and clients across Missouri, with nationwide remote support available through telephone, Zoom, and secure online collaboration.
Start a conversation ↗A clear next step
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Tell us what brings you here and what you need from estate & trust tax preparation. We'll help you understand the right next step.
W. Douglas Everett CPA3801 Oakland, Suite 101-ASaint Joseph, MO 64506816-233-4300