What is this?
The tax professionals at Pry Professional Group prepare all required tax returns to meet the compliance needs of Trusts and Estates including Estate Tax Returns (Form 706) and Fiduciary Income Tax Returns (Form 1041). Gifts are a common component of estate planning and Pry Professional Group will also assist clients in the preparation of Gift Tax Returns (Form 709).

How does this help me?
The knowledgeable and experienced staff at Pry Professional Group keeps executors and trustees in compliance with the Internal Revenue Service and State by meeting all fiduciary filing requirements.

Who do I contact for questions?
For more information on current tax compliance requirements for estates and trusts, please contact Chuck Stumpp at cstumpp@PryGroup.com or 419-423-4481.

What do I need to bring?
For Fiduciary Income Tax Returns (Form 1041) and gift tax returns (Form 709) you will need to bring your most recently filed tax return (if possible, two prior years), and any other relevant information pertaining to these taxes (1099’s, broker statements, etc.). Our staff will work with you and the estate attorney when gathering necessary information to complete an Estate Tax Return (Form 706).