Trust & Estate Tax Services in Athens, GA

A young boy is sitting in the driver 's seat of a convertible car.
A young boy is sitting in the driver 's seat of a convertible car.

Compassionate, Accurate Guidance for Trust & Estate Taxes

Tax Services You Can Rely On

Trust and estate taxes require careful handling and accurate reporting. At Collins/Moody, our CPAs provide fiduciary tax preparation and estate-related support for families in Athens and nearby communities. We help trustees and executors meet obligations with professionalism and respect during sensitive times.

What We Cover

Fiduciary Tax Returns (Form 1041)

Estate Tax Preparation & Reporting

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Beneficiary Accounting & Distributions

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Coordination with Attorneys and Financial Advisors

IRS & Georgia Department of Revenue Representation

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How We Support Trustees and Executors

Managing a trust or estate involves more than paperwork. Our CPAs walk you through requirements, handle tax filings, and provide clarity for beneficiaries. We ensure compliance while easing the burden on trustees and executors who are balancing multiple responsibilities.

Proudly serving individuals in Athens and nearby areas like Bogart, Watkinsville, Commerce County, Danielsville, and Jefferson.

Our Services

Trust Tax Preparation

Annual filings for trusts with income.

Estate Tax Guidance

Navigating estate obligations with care.

Beneficiary Reporting

Clear accounting for those who inherit.

Fiduciary Accounting

Proper records maintained and reviewed.

IRS Representation

Handling notices or audits on your behalf.

FAQ

  • Do all trusts need to file a tax return?

    That’s more common than you think—and yes, we can help. We’ll file the necessary back returns, and in some cases, only the most recent six years are required.

  • What is Form 1041?

    They can, but we work to stop garnishments or levies fast. The sooner you call us, the more options we’ll have.

  • Are estate taxes different from inheritance taxes?

    Yes. The federal estate tax applies to the estate itself before distributions are made, while inheritance taxes (not applicable in Georgia) are paid by beneficiaries. We clarify how federal and state rules apply to your situation.

Here to Help During Important Transitions

Our Athens CPAs provide trusted guidance for trustees and families navigating estate responsibilities.