Most tax preparers are out of pocket after April 15th – I was lucky to find Randy who works through the year. I called on a Monday and he got me an appointment for the next day.
Bookkeeping and tax return preparation are of utmost importance for trusts.
The trustee will need to maintain a proper accounting of how assets were distributed in case there was ever a question as to if the intentions of the trust were carried out.
If you are named as the trustee you need to act quickly to make certain the trust is functioning correctly.