Estate & Trust Tax

Estate & Trust Tax Preparation Services in Chicago, IL

Our Chicago-based firm offers estate and trust tax preparation services that will keep you and your family financially secure for years to come. We pride ourselves on offering only the best estate and trust income tax services to businesses and individuals nationwide.

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4000+ Happy Clients

We service 1,000+ businesses and 3,000+ individual clients, many of them located nationwide.

36 Years of Experience

Since 1986, we’ve provided comprehensive tax and accounting solutions for individuals and businesses.

Serving 52 States

With our technology stack, we provide remote accounting services for you and your business, regardless the location.

Professionals at Dealing with Fiduciary Tax Laws

Our team of experienced CPAs and financial professionals are experts in fiduciary, estate, and trust tax laws. We have the skill to help you create an effective estate plan that will secure your financial future.

Our Trust Tax Services

We use our extensive experience and deep knowledge of estate and gift tax planning to help you preserve wealth and make sure every form is filled out to a T.

Trust Income Tax Returns & Planning

Being a trustee can be overwhelming. That’s why we offer our high-quality trust income tax services. Whether a Form 1041 or 1099-B, your trust income tax returns are in good hands.

Gift Tax Returns

Proper gift tax services are essential, especially for those in high-net-worth families. We’ll use IRS Form 709 to report all transfers of assets to individuals or trusts.

Estate Tax Returns & Planning

From Form 706 to Form 1041 and everything in between, using a qualified CPA for estate taxes will give you confidence while dealing with inheritance tax and being an estate executor.

Expert Trust Tax Prep

Don’t get bogged down with estate and trust taxes this year, let us take over. Contact our team of tax professionals to get started.

Let us take care of your taxes

Individual Trust & Estate Tax Preparation

Are you looking to transfer inherited or newly acquired wealth? If you’ve accumulated substantial assets in your life, it’s time to start estate planning, and with that comes taxes. Minimizing costs from estate and trust taxes is where our team excels. Trust us to take care of your estate, gift, and trust tax preparation. We’ll work with you, hand in hand, to understand your individual financial situation and bring you and your family peace of mind.

Why Choose Our Tax Preparation Firm

Your finances are always our first priority. That’s why we provide unmatched trust tax services that will keep you and your family safe.

Remote services

No matter where you’re located in the U.S., you can reach one of our dedicated tax professionals.

Personalized approach

To best serve your needs and create personalized solutions, we strive to form a strong and lasting relationship with you.

Deep expertise

Our combined 100+ years of professional experience in taxes has prepared our team of specialists for any and all financial situations.

Solutions-driven

Our certified CPAs take a powerful, solutions-driven approach to completing your tax preparation and getting you the best results possible.

Our Trust & Estate Tax Preparation Process

We’ve been adjusting and fine-tuning our trust and estate tax planning process since 1986, staying up-to-date on all compliance laws.

Schedule an Appointment
Schedule an appointment with our trust and estate tax experts to review the assets and your contractual responsibilities.
Gather Your Documents
Assemble pertinent documents such as lists of assets and all beneficiary demographic information.
Meet With Us
The next step is to meet with us, either remotely or in our office, to gain a full understanding of the returns to be filed.
Expert Filing
The rest is on us. We’ll file all of your trust and estate taxes in an accurate and timely manner to alleviate any potential financial burden brought on by the death of a family member.

Trust Tax Preparation FAQs

How much does a trust tax return cost?
It can be difficult to determine an exact price for trust tax returns, as each situation differs. However, as an estimate, for a Form 1041 that covers fiduciary, trust, and estate taxes, a Form 706, used for a decedent's estate, and a Form 990, used for a not-for-profit organization, the minimum fee is $600, $2,000, and $750, respectively.
Can a CPA prepare a trust?
CPAs, unless they are also licensed attorneys, are not responsible for drafting trusts. If you need to draw up a trust, reach out to a licensed attorney. However, a CPA can skillfully prepare your trust income tax returns, as well as check the drafted trust for any potential tax consequences.

Client Reviews

I have been a client of Susan S. Lewis Ltd, for the past 25 years. From practically the inception of her business. Throughout those years Susan and her team have been an excellent provider of tax and consulting services for my family and me. This includes your typical tax returns, trust tax returns, corporate tax returns, retirement planning/discussions, and estate planning.

Michael Rowan

5.0

We have been doing business with Susan Lewis since 2005 and are very happy with the accounting and tax services. Sue and her staff are knowledgeable and professional. We trust them. I highly recommend Susan Lewis and her staff and continue with them even tho we are out of state and no longer local.

Jenny Bennish

5.0

Been using Susan and staff for over 20 years. Service is prompt and reasonably priced. Very helpful in answering questions for future tax planning. Trust her firm totally.

Roger Morsch

5.0

Reach Out to Your Trust Tax CPA

Are you worried about your estate and trust taxes this year? Our team of CPAs and financial planners is ready to help with any of your tax preparation needs.

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