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Edward Mahler

@preciuspraise

Estate and Trust Tax Specialist Form 1041 Filing Expert

United Kingdom
English
About me
I help executors and trustees file accurate, IRS compliant Form 1041 (estate & trust tax returns) without the confusion that comes with a first-time filing. I prepare fiduciary income tax returns, Schedule K-1s for beneficiaries, and adjusted basis calculations, so nothing gets missed or filed late. What I handle: ✔ Form 1041 preparation ✔ Schedule K-1s for beneficiaries ✔ Filing threshold determination ✔ Income, deduction & distribution calculations Every estate/trust is different message me with your situation before you order. ... Read more

Skills

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preciuspraise
Edward Mahler
Offline • 
Average response time: 1 hour

See my services

Grant Research
I will research grants and funding opportunities for your business or nonprofit
From$5 / projectMore details
Tax Compliance
I will prepare US form 1041 estate and trust tax return
From$70 / projectMore details

Work experience

TAGR

Real Estate Tax Specialist

TAGR • Freelance

Jan 2021 - Feb 2023 • 2 yrs 1 mo

Handle complex U.S. tax compliance matters for non-resident sellers of U.S. real estate, with a focus on FIRPTA requirements and IRS documentation. Prepare and review Forms 8288, 8288-A, and 8288-B, advise on withholding requirements and exemptions, and assist with withholding certificate applications. Coordinate with sellers, buyers, and other transaction parties to ensure accurate documentation, proper reporting, and compliance with applicable IRS requirements and deadlines. Prepared 1040-NR and 1120-F returns for non-resident alien clients seeking FIRPTA refunds, along with ITIN processing (Form W-7) and adjusted basis calculations. This work involved reconciling income and basis across multiple parties and reporting periods the same core skill set needed to trace income, deductions, and distributions across a fiduciary return and its beneficiaries.