CPA Needed — Estate Income Tax Filing (Form 1041) + Final 1040 for Deceased (GA)

CPA Needed — Estate Income Tax Filing (Form 1041) + Final 1040 for Deceased (GA) Overview Seeking a licensed CPA or EA with estate tax experience to handle the tax filings for the estate of a deceased individual (date of death: August 2023, Georgia resident). The estate has been open since 2023 and Letters Testamentary were finalized in late 2025. I am the executor. Scope of Work * File IRS Form 2848 (Power of Attorney) for the deceased and the estate to obtain IRS transcripts and confirm all filing requirements * Prepare and file the 2023 final Form 1040 for the deceased (covering January through date of death) * Prepare and file Form 1041 (Estate Income Tax Return) for tax years 2023, 2024, and 2025 as required based on transcript review — primary income source is an IRA transferred into the estate's EIN * Advise on any corresponding Georgia state fiduciary or income tax filings * Coordinate directly with me (executor) and provide clear status updates throughout Key Facts * Decedent passed August 2023, Georgia resident * 2022 personal return was filed * Primary estate asset: IRA transferred to estate EIN (not distributed to individual beneficiaries) * No known rental, business, or other income — but transcript pull needed to confirm * Letters Testamentary finalized November 2025 Deliverables * Signed and filed Form 2848 * Completed 2023 Form 1040 (deceased) * Completed Form 1041 for applicable years (2023–2025) * Summary memo confirming what was filed and any remaining obligations Requirements * Active CPA or EA license (please specify state of licensure) * Experience with estate income tax returns (Form 1041) * Familiarity with Georgia state tax requirements * Fixed-fee bids only