Estate and Trust Support
YZ CPA LLC 为家庭成员、executor、personal representative 与 trustee 提供遗产、信托与 probate 相关的税务和结算支持，帮助客户在资料繁杂、时间紧张或跨地区协调的情况下，仍然把关键税务和账务工作处理清楚。
We support families, executors, personal representatives, and trustees with estate, trust, and probate-related tax and accounting work when records are scattered, timelines are tight, or multiple advisors need to stay coordinated.
We Can Help With | 我们可以协助的事项
- 被继承人的最终个人报税，以及与遗产/信托相关的所得税申报准备，例如 1041 等。
- 整理 executor 或 trustee 需要面对的收入、支出、账户流水和资料清单。
- probate 过程中涉及的账务整理、资产负债清单、现金流与分配核算，以及 fiduciary accounting 支持。
- basis 计算、历史资料梳理、联邦遗产税相关申报协调与税务筹划支持。
- 与律师、估值顾问、family office 或其他专业顾问协同，减少信息脱节。
We assist with final individual returns, estate or trust income-tax preparation such as 1041 work, executor and trustee record organization, fiduciary accounting, basis review, estate-tax-related filing coordination, and practical collaboration with your existing attorney or advisors.
Who Should Reach Out | 谁适合联系这项服务
- 家庭成员突然接手遗产结算，但对美国税务流程并不熟悉。
- executor / personal representative 需要有人协助整理纸质资料、账户记录和报税节点。
- trustee 需要更清楚地处理收入、分配和受托账务记录。
- 客户位于 Austin、Houston、DFW 或其他地区，需要本地会面与远程配合并行。
This service is designed for families, executors, personal representatives, and trustees who need clearer tax support, stronger record organization, and a steadier process during estate settlement.
Onsite and Remote Support | 上门与远程支持
对于遗产与信托结算相关个案，我们可以为 Austin 本地客户提供本地会面，也可为 Houston 与 DFW 地区的客户安排预约上门服务。其他地区客户可先通过远程方式做资料初步整理、问题梳理与税务沟通，再根据需要讨论后续安排。
For estate-settlement matters, we can meet locally in Austin and offer by-appointment onsite support in Houston and DFW. Clients in other locations can begin with remote document review, tax coordination, and planning conversations before any further scheduling decisions are made.
Service Boundary | 服务边界说明
YZ CPA LLC 提供的是 CPA 税务与会计支持，包括报税准备、资料整理、账务核算和结算协同。我们不提供 probate 法律代理、法庭代表或律师业务；如有需要，我们可以与客户现有律师或其他专业顾问配合推进。
YZ CPA LLC provides CPA tax and accounting support, not probate legal representation or court representation. When legal counsel is involved, we can coordinate with the client’s existing attorney and other advisors.
Next Step | 下一步
如果你正在处理遗产、信托、executor 或 probate 相关的税务与账务问题，可以先通过现有的 Contact Us 页面联系 YZ CPA LLC，并在留言中注明：遗产/信托税务支持、所在城市，以及目前最需要协助的事项。
If you need help with estate, trust, executor, or probate-related tax support, please contact YZ CPA LLC through the current Contact Us page and note that you are seeking estate or trust tax support, your city, and the main issue you need help organizing.