01 / THE RECORDS
Bookkeepers maintain the file.
Transactions, receipts, asset records, and entity activity stay connected throughout the year.
ACCOUNTING & TRUSTEE LITERACY
Your Team. Your Books. Your Understanding.
The return has to tell the same story as the structure. The people preparing it should know your file.
STRATEGY, ACCOUNTING & TRUSTEE LITERACY
Everyone working from the same map.
Your trust, ministry, and operating companies belong in a coordinated conversation.
02 / THE RETURNS
Accountants prepare the filings.
The returns follow the documented facts. Your engagement identifies the filings your entities require.
03 / THE LITERACY
You understand the dashboard.
The 1041 School and strategist support help you read the work, ask better questions, and participate in decisions.
OUR ACCOUNTING TEAM
Wealth Strategist Accounting Group.
Your strategist works alongside a dedicated accounting firm. Accounting and tax services are performed by that firm under a separate engagement.
The accounting firm supports households, business owners, and trustees. WSG coordinates the estate strategy with the professionals preparing your books and returns. Each engagement identifies who provides the work and what is included.
Tax Preparation
- Individual Form 1040 returns
- Business returns: 1120-S, 1120, and 1065
- Schedules C and E, state returns, and extensions
- Amended returns and prior-year filing
Bookkeeping
- Monthly bookkeeping plans
- P&L, balance sheets, and reconciliation
- QuickBooks setup and catch-up clean-up
- 1099-NEC preparation and AR/AP add-ons
Payroll
- New business setup and migration
- Weekly, biweekly, and monthly payroll
- W-2 / W-3 year-end e-filing
- Quarterly 941 and state withholding
Sales Tax
- Registration and nexus studies
- Monthly, quarterly, and annual filings
- Multi-state sales-tax support
- Clean-up and audit-related services
Advisory & Consulting
- Strategy and CFO advisory
- Start-up consultation and entity selection
- Cash-flow forecasts and annual budgets
- SBA packages and tax-resolution services
Trust Accounting
- Irrevocable and complex multi-asset trusts
- Form 1041 fiduciary returns and K-1s
- Trustee bookkeeping and distribution reports
- Special-needs and charitable trust compliance
VIEW SERVICES
The accounting firm confirms its scope and fees before work begins. Included WSG trust-program onboarding and first-year filing are described below.
THE SUPPORT BEHIND THE SERVICE
Your team stays with you.
Organized records. Prepared returns. Trustee education. People you can call when the next decision arrives.
THE BOOKS
Books that stay current.
Asset records. Documented transfers. Entity contracts. Receipts. Policy activity. Distributions. Each transaction needs a record and a place in the books.
The team meets with you during the year so the return reflects documented activity. We rehearse year-end before the filing deadline arrives.
THE FILINGS
Returns that follow your structure.
Form 1041 for estates and trusts. Form 1040 for individuals. Form 1065 for partnerships. Form 1120 for C corporations. Form 1120-S for S corporations. Your engagement identifies the filings required for your entities.
Retained trust income and gains are evaluated under the applicable tax rules. Contracts document the work and rights involved. A label on a ledger is never a substitute for the underlying transaction.
THE 1041 SCHOOL
The 1041 School.
Twelve modules of trustee literacy. Asset identification. Cost basis. Bills of Sale. Ledgers. QuickBooks. Income and distributions. Reading the 1041. Preparing for the accountant.
The curriculum is part of the coaching program. Your own entities and records give the lessons a purpose. You should understand what you are approving and which questions to ask.
ONBOARDING
Onboarding & ongoing support.
The trust program includes five hours with the accounting onboarding team and first-year Form 1041 preparation and filing. The dedicated accounting firm provides the accounting onboarding and filing work. Continuing bookkeeping, tax strategy, and filing services are defined in its separate engagement.
A dedicated strategist. Quarterly huddles. A year-end rehearsal. A team you can return to when the next decision arrives.
WHO WE SERVE
Areas of Expertise
From household returns to business books and trust accounting. A team that understands the whole picture.
Individuals & Families
Tax preparation for individuals and households, with support for dependents, applicable credits, and changing circumstances.
Small Business Owners
Sole proprietors, LLCs, S-corporations, and partnerships. Books and filings that stay connected to the business.
Trusts & Estates
Trustee records, Form 1041 preparation, beneficiary reporting, and accounting for trust and estate activity.
Self-Employed & Freelancers
1099 income, expense records, estimated-tax planning, and the bookkeeping behind independent work.
Landlords & Investors
Rental bookkeeping, Schedule E reporting, investment records, and coordination across properties and entities.
Prior-Year & Late Filers
Prior-year returns, catch-up books, and help organizing the records needed to address outstanding filings.
PLAN THE YEAR WITH YOUR TEAM
Key Dates & Deadlines
The tax calendar at a glance. Prepare throughout the year.
31JANUARY
W-2 & 1099-NEC
Generally due to recipients. W-2 and 1099-NEC filing deadlines also fall here.
15MARCH
S-Corps & Partnerships
Calendar-year Forms 1120-S and 1065. Timely Form 7004 extensions generally move filing to September 15.
15APRIL
Individuals, C-Corps & Trusts
Calendar-year Forms 1040, 1120, and 1041. Request applicable extensions by the original filing deadline.
15SEPTEMBER
Extended Business Returns
Calendar-year S-corporation and partnership returns with timely extensions.
30SEPTEMBER
Extended Trust Returns
Calendar-year Form 1041 trust and estate returns with a timely 5½-month extension.
15OCTOBER
Extended Individual & C-Corp Returns
Calendar-year individual and C-corporation returns with timely extensions.
General federal deadlines for calendar-year filers. Weekends, legal holidays, disaster relief, fiscal years, and specific forms can change dates. An extension to file generally does not extend the time to pay. Confirm your deadlines with the accounting team.
VIEW THE IRS TAX CALENDARTHE INVITATION
Bring the whole picture.
Your estate structure. Your business. Your ministry. Your capital. Let us show you how the records, responsibilities, and people can work together.
SIT DOWN WITH THE TEAM