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Tasks of a CPA During Probate Administration

Scott Grossman

Scott Grossman


The Grossman Law Firm, APC · 525 B Street, Suite 1500, San Diego, CA 92101 · (951) 523-8307

As the personal representative of your loved one’s estate or the trustee of his trust, you are tasked with a significant amount of responsibility. You must ensure that his wishes are carried out in the manner that he outlined. You also must fulfill the legal obligations of the trust or estate, including the payment of taxes and filing of tax returns. Fortunately, you are typically entitled to enlist the help of an experienced professional to carry out these tasks. This may include a certified public accountant. We encourage you to keep on reading to learn more about the tasks of a CPA during probate administration.

Specific Tasks of a CPA During Probate Administration:

  1. First of all, they prepare annual fiduciary income tax returns if the estate earns income.
  2. They also prepare an annual trustee income tax returns if the trust earns income.
  3. Furthermore, they prepare the final income tax return of the decedent.
  4. Also, they are in charge of preparing the estate tax return of the decedent. This is done if he or she had a taxable estate.
  5. Additionally, they prepare any gift tax returns that have not yet been filed.
  6. They must also file for extensions on any tax returns that are due.
  7. Furthermore, they assist with the preparation of the trust or estate’s annual accountings.
  8. Lastly, they assist with the valuation of estate or trust assets.

Preparing the inventory and accounting is one of the most important jobs of the personal representative and the trustee. To understand more about this task, view our article, “What Is an Inventory and Accounting in a Riverside Probate Matter?

We hope that this article provided you with a solid understanding of the tasks that a CPA can assist you with when administering the trust or estate of a loved one. If so, we strongly encourage that you share it with your friends and family on Google Plus!

If you have further questions about the tasks of a CPA during probate, do not hesitate to contact us. Fill out our quick and easy online form to get in contact with us. It would be our pleasure to further assist you.

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