4.9834 reviewsNow serving all of California
Protect whatyou'vebuilt.
Fiduciary returns, estate tax strategy, and trust filings handled carefully, so family wealth passes on with as little tax and as much clarity as possible.
- “Best tax preparation service I have used. Mauricio really takes care of his clients.”Juan M.
- “Mauricio literally saved the day and was so accommodating to my last minute requests.”Christine H.
- “I don't know how I would do it without Mauricio and his team.”Rafael R.
- “Alondra is amazing! She took the time to explain everything to me in detail.”Valerie M.
- “Mauricio will educate you on how to save money on your taxes and do it RIGHT!”Chelsea J.
- “Thank you for your patience, expertise, and easygoing professionalism throughout tax season.”Danielle C.
- “Mauricio did an excellent job walking me through the tax filing process being a property owner.”Cynthia R.
- “Mauricio, is amazing! Very knowledgeable & professional.”Ron B.
- “Mauricio and his team is the Best in the tax industry!”Marisol V.
- “Professional, and easy place to get your taxes done!! Recommended.”Donald S.
- “I cant express how happy I am with Mauricio and his team.”Peter F.
- “Both Christian and Mauricio were great.”Javier P.
- “Mauricio did an amazing job helping us with our taxes.”Theresa B.
- “Mari was so knowledgeable.”Teresa
- “Mauricio and Alondra were of great help!”Drew
- “Mauricio and his team are amazing.”Lizbeth P.
Does MM.TAX file trust and estate tax returns?
Yes. We prepare fiduciary income tax returns (Form 1041), estate and gift tax filings, and beneficiary K-1s, and coordinate with your estate attorney so the tax side matches the plan. Flat fee, online anywhere in California.
Updated November 2026. Serving all of California online.
What we handle
Everything it takes to get this right.
Fiduciary income tax returns
Form 1041 for trusts and estates, including income, deductions, and distributions.
Estate tax returns
Form 706 federal and state filings, with valuation and deductions.
Beneficiary K-1s
Accurate Schedule K-1s so each beneficiary can file on time.
Trust strategy
Revocable, irrevocable, and special-purpose trusts, coordinated with your attorney.
Generation-skipping planning
GST tax planning and exemption allocation.
Gift tax filings
Form 709, annual exclusion tracking, and lifetime exemption planning.
What's included
What you get with estate & trust tax.
What you'll get
- Form 1041, 706, and 709 preparation
- Beneficiary K-1s prepared and delivered
- A distribution and filing plan for the trust or estate
- Coordination with your attorney and financial advisor
- Year-round support for trustees and executors
What to have ready
Don't have it all? Call anyway. We'll help you gather it.
- The trust agreement or will
- An inventory of assets and date-of-death values
- Prior trust or estate returns
- Beneficiary names and contact details
How pricing works
Every engagement is a flat fee, quoted in writing after your free 30-minute consult. No hourly billing, no surprise invoices. You'll know the full cost before any work begins.
Get my flat-fee quote
Who we help
Built for situations like yours.
Families planning a wealth transfer
Parents and grandparents passing assets on efficiently.
Trustees and executors
Meeting fiduciary tax duties and reporting to beneficiaries.
High-net-worth households
Significant assets, multiple properties, or business interests.
The process
How it works.
- 01
Estate and trust review
Trust agreement, inventory, prior returns, and beneficiaries.
- 02
Strategy
Distribution and filing plan around income allocation, timing, and exemptions.
- 03
Preparation and filing
Forms 1041, 706, 709, and K-1s, walked through with you before filing.
- 04
Ongoing fiduciary support
Annual filings and coordination with your attorney and advisors.
- years preparing fiduciary returns
- 25+
- years preparing fiduciary returns
- average rating across 834 Google and Yelp reviews
- 4.9
- average rating across 834 Google and Yelp reviews
- direct access to your advisor
- 1:1
- direct access to your advisor
Online, statewide
Start online. From anywhere in California.
No office visit, no waiting room. Our online team handles everything by phone and video, with secure upload and e-signature.
- 01
Call or book
Talk to the online team today, or book a free 30-minute consult.
- 02
Upload and sign
Send documents securely and e-sign from your phone or computer.
- 03
We take it from here
We handle the work and the IRS, and keep you updated.
Most clients start with a call
Call nowThe online team answers your questions, looks at your situation, and books your free consult. English and Spanish.
In-person meetings with the owner are by appointment only, for complex or high-value matters, with a $250 consultation fee.
Client voices
From clients who've been there.
Free 30-minute strategy session to review your estate, trust, and goals.
Common questions
Straight answers.
What is the difference between estate tax and inheritance tax?
Estate tax is paid by the estate before assets are distributed. Inheritance tax is paid by the person receiving assets. California has no inheritance tax; the federal estate tax applies above the exemption amount.
Do I need to file a Form 1041 for a trust or estate?
Generally yes, if the trust or estate has gross income of $600 or more in a year, or has a nonresident alien beneficiary. We'll confirm what applies to yours.
How can I reduce estate tax?
Common tools include lifetime gifting, trust structures, charitable planning, and making full use of exemptions. The right mix depends on your assets and goals, which is what the strategy session covers.
I am a trustee. What are my tax responsibilities?
Filing the trust's returns, issuing K-1s to beneficiaries, paying any tax the trust owes, and keeping records. We handle the filings and walk you through the rest.
Can you work with my estate attorney and financial advisor?
Yes. We coordinate directly with them so the legal, investment, and tax sides line up.
Service area
Serving clients online across California
Same team and same standards, wherever you are. No office visit needed.
Get started
Protect what you've built for the next generation.
Free 30-minute strategy session to review your estate, trust, and goals.