Trust & Estate
Managing an estate when a loved one passes can be overwhelming; the sheer volume of paperwork, the weight of decision-making, the uncertainty, all while considering your responsibilities to family members. The complexity only increases when navigating state and federal tax laws. It's crucial to seek guidance from a trusted expert.
Blue Whale Accounting specializes in services for trusts and estates. We evaluate your unique situation, develop a plan to meet all your accounting & filing needs, and guide you through the process with competence and caring from start to finish.
Whether you have just lost a loved one or need ongoing assistance with annual trust accounting, we can help. With our support, you can be confident your family's financial legacy is secure. Visit the Contact page to get started.
Business
Hassle-Free Tax Preparation
Hassle-Free Tax Preparation
Hassle-Free Tax Preparation
Starting at $879/year
Enjoy a hassle-free tax season. Our easy online processes make exchanging documents, chatting with us, and downloading your tax return seamless. We also provide regular updates so you're always in the loop. This service includes:
- Access to our knowledgeable staff
- 24-hour client portal
- Tax return preparation & filing
- Built-in tax optimization
- Quarterly estimated payment calculations
- Related tax notice response
- Annual meeting as needed
On-Demand Tax Planning
Hassle-Free Tax Preparation
Hassle-Free Tax Preparation
Starting at $479/month
Rest easy knowing you're supported by a team of problem-solving experts. When life decisions or changes come your way, we've got you covered. This service includes:
- Everything in Hassle-Free Tax Preparation
- Tax planning
- Tax projections
- Unlimited meetings
Total-Solution Tax Advisory
Hassle-Free Tax Preparation
Total-Solution Tax Advisory
Contact us for pricing
Be empowered with our full-service option. We proactively engage in your business and personal finances, propelling your profitability. It's more than preventive; it promotes limitless growth and provides you with maximum value. This service includes:
- Everything in On-Demand Tax Planning
- Proactive tax advisory services
- Tax notice response
- 1099 filings
- Reasonable compensation analysis
- Tax audit representation
Other Services
We're your one-stop solution. Each service is proposed as a separate engagement, allowing you to choose the specific services that align with your goals and priorities.
- Tax notice response
- 1099 filings
- 199-A optimization (20% passthrough deduction)
- Reasonable compensation analysis
- Tax audit representation
- Offer in compromise
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