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Jansen & Company Services

Estate & Trust Tax Guidance

For Your Peace of Mind

Managing a loved one’s estate or trust can feel overwhelming, but you don’t have to navigate it alone. Personalized expert support can help fiduciaries understand their responsibilities, remain compliant and make informed financial decisions.

Jansen & Company offers transparent and professional support for Estate or Trust Administration and Established/Ongoing Trusts.

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Tiered Support

Choose from two levels of support.

ADMINISTRATION SUPPORT

Guidance for Executors and Trustees

Never pay a flat rate or percentage of assets. We base our fees on the complexity and time involved because every estate and trust is unique.

Typical Duration: Often a 1–3-year process

What’s Included

  • Preparation and filing of fiduciary tax returns
  • Consultation on tax obligations and filing timelines
  • Coordination of accounting details as accounts are consolidated or assets sold
  • Ongoing support for trustees or personal representatives

Investment

We keep fees reasonable, competitive and value driven.

  • $750 minimum—Preparation of fiduciary tax return
  • $850–$2,000+—Annual fee for trusts/estates requiring multiple interactions and coordination of assets, filings and timelines
  • $225/hour—Consulting rate for CPA meetings, phone or digital interactions, research and trustee support

Only get billed for the time that’s needed. Fees may be billed monthly or quarterly depending on engagement level.

ONGOING TRUST MANAGEMENT

For Long-Term Trusts

Some trusts remain in place for years to support specific beneficiaries. Once trusts are established, we offer continued fiduciary tax preparation and advisory services to maintain compliance and clarity year after year.

What’s Included

  • Annual fiduciary tax return preparation
  • Coordination of multi-state filings if needed
  • Communication with financial advisors or portfolio managers
  • Ongoing compliance and reporting support

Investment

  • $400 minimum—Preparation of fiduciary tax return (investment-only income, assuming we prepare at least one accompanying return)
  • $750 minimum—Preparation of fiduciary tax return if no accompanying returns
  • $500–$1,500+—Annual fee for trusts with multiple income sources, real estate or business income, additional state filings or other complexities

Compare Our Fiduciary Service Options

Additional Services

À La Carte

Additional consulting or accounting services are available at $225/hour, including:

  • Coordination with attorneys and financial institutions
  • Preparation of additional state returns
  • Specialized tax planning or projections
  • Assistance with IRS or state correspondence