What this covers
- Estate tax return preparation
- Coordination of estate records for the filing
- Filing-deadline tracking for the estate's return
Who this is for
Executors, administrators and families handling the tax filings that follow a death, working alongside the estate's attorney.
How it works
- Tell us what you need. Share your service needs, relevant tax years, states, timeline and contact preference through the intake.
- Confirm scope and next steps. We review your request, confirm the scope in writing and quote the fee before work begins.
- Organize the documents. We provide the secure document-collection process and identify missing records or cleanup needs.
- Engagement and preparation. Work proceeds within the agreed, signed scope — preparation, bookkeeping, payroll or business support — with review and filing authorization where applicable.
- Filing, completion and follow-up. A return is reported as filed only with verified filing acknowledgment. Then we plan your ongoing support: recurring bookkeeping, payroll and tax-readiness.
Start with the intake — never with sensitive documents
Use the initial intake for contact details and a description of your needs. Do not submit Social Security numbers, full EINs, dates of birth, account numbers, login credentials, tax returns or payroll files. After your request is reviewed, we provide the secure document-collection process for anything sensitive.
Service & credential clarity
Michael Fusco holds a PTIN and EFIN. Prestige Tax Group, Inc. does not hold itself out as a CPA firm, enrolled-agent practice or law firm. Work requiring CPA, EA or attorney credentials is coordinated with the appropriate qualified professional.
Prestige preparers are PTIN-registered preparers, and the firm is an IRS-authorized e-file provider. Preparation, bookkeeping and payroll support are provided within that authority; matters outside it are referred or coordinated as described above.
Questions
Can you prepare our wills or trust documents?
No — wills, trusts and estate planning documents are legal documents prepared by an attorney. We prepare the estate's tax returns and coordinate the tax records with your attorney.
Who should start the intake?
The executor or administrator, or the family member coordinating the estate's affairs. Tell us the timeline you are working against.
Request a consultation
Tell us what you need and the best way to reach you. Submitting a request does not confirm a booking or an engagement — engagement begins only after acceptance and a written scope and fee agreement.