The coming months
Consider hiring a tax professional
Even simple estates often benefit from a tax pro for the year of the death. Estates with real estate, business interests, or state estate tax exposure usually need one. A CPA who handles estates costs a few hundred to a few thousand dollars, and often saves more than that.
What you'll need
- Prior tax returns
- A list of assets and income
Good to know
Not every CPA does estates: Some CPAs focus on individuals and businesses and rarely handle estate returns. Ask specifically whether they've done estate work before hiring them.
Need help with this step?
Someone on our team can talk through this step with you, answer questions, and help you figure out what applies.
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