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Leo Maher Accounting
47 George Ryder Rd. Chatham, MA 02633
508-945-4849
Office@MaherAccounting.com

Trusts Estate TaxesMaher Accounting provides expert preparation of Trust and Estate Tax Returns with a strong understanding of both federal and Massachusetts requirements. As an Enrolled Agent (EA) authorized by the U.S. Department of the Treasury, Leo Maher is licensed to prepare and file trust and estate returns in any or multiple states, including Massachusetts, where estate tax laws differ significantly from federal thresholds. In Massachusetts, estates exceeding $2 million are subject to a state estate tax, even if they are below the federal exemption level. Maher Accounting assists clients with fiduciary income tax returns (Form 1041 and Massachusetts Form 2), estate tax filings (Form M-706), and multi-state compliance for assets held across jurisdictions. With personalized guidance and meticulous attention to detail, the firm helps families and fiduciaries minimize taxes, meet filing deadlines, and preserve generational wealth in full compliance with both state and federal law.