It seems like I will be the first one who will rate them below 5 star! There is a reason behind it! After driving to their offices 2 times because you can not reach them by phone! Sending them emails...






Estate & Trust Tax
Fiduciary returns, estate tax strategy, and trust preparation that protects what your family built and passes it on with minimal tax and maximum clarity.
Estate & Trust Tax
Fiduciary returns, estate tax strategy, and trust preparation that protects what your family built and passes it on with minimal tax and maximum clarity.
What We Handle
From a straightforward fiduciary return to a multi-generational estate plan, we handle the full spectrum of trust and estate tax preparation and strategy.
Form 1041 preparation for trusts and estates, including income, deductions, distributions, and beneficiary reporting. Filed accurately and on time, every time.
Form 706 federal estate tax returns and state-level estate tax filings. We value assets correctly, capture every available deduction, and minimize the transfer tax burden.
Accurate Schedule K-1 preparation for every beneficiary. Income, deductions, and credits allocated correctly so each recipient can file their own return with confidence.
Revocable, irrevocable, and special-purpose trusts structured for tax efficiency and your family's specific goals. We coordinate with your attorney to make the structure work.
GST tax planning and exemption allocation that protects wealth as it passes across generations — keeping more in the family and less in the tax column.
Form 709 gift tax returns, annual exclusion tracking, and lifetime exemption planning. We document every transfer correctly and protect your lifetime exemption.
Who We Help
Families planning wealth transfer, trustees and executors navigating fiduciary obligations, and high-net-worth households with real estate tax exposure. If you have assets worth protecting, we are the firm you want preparing the returns.
Parents and grandparents who want to preserve what they built and pass it on efficiently — with clear documents, minimal tax, and no family disputes.
Individuals serving as trustee or executor who need professional help navigating fiduciary tax obligations, distributions, and beneficiary reporting without personal liability.
Families with significant assets, multiple properties, business interests, and complex holdings where the estate tax exposure is real and the planning matters.
The Estate & Trust Process
We plan before we file. You see the strategy, the tax implications, and the distribution plan before anything is submitted.
We review the trust agreement, estate inventory, prior returns, and beneficiary structure. You understand exactly what you hold, what is owed, and what we can optimize.
We build a tax-efficient distribution and filing strategy — income allocation, deduction timing, exemption use, and generation-skipping planning — tailored to the trust and the family.
We prepare Form 1041, Form 706, Form 709, and every beneficiary K-1. We walk you through each return line by line before anything is filed, so you sign with full confidence.
We stay on as your fiduciary tax partner — annual filings, distribution planning, and coordination with your attorney and financial advisor across the life of the trust.

Outcomes That Matter
We measure success the way families do, by what was preserved, what was protected, and what was passed on without unnecessary tax or dispute.
834 Reviews · 4.9 Stars
Pulled live from Google and Yelp. These are clients who came to us for estate, trust, and fiduciary tax help — not just a once-a-year filing.
It seems like I will be the first one who will rate them below 5 star! There is a reason behind it! After driving to their offices 2 times because you can not reach them by phone! Sending them emails...
Cristian, was so helpful as a first time customer will be coming back to him next year!
Cristian was awesome to work with!!! Definitely worth the wait and coming back next year. I was so scared thinking I was going to have to owe money this year, but when he turned his monitor to show me...
Luis is very detailed- oriented. He asks questions and makes sure that he's got all the tax paperwork to complete the filing. Very efficient. Been coming to Midence for a few years now and will contin...
I’ve been coming to Mauricio Midence for years. I’m always greeting with warmth and hospitality like family, no question goes unanswered with the team he has. I appreciate everything they do and will...
Christian has been handling our taxes for the past two years, and we are incredibly grateful for his help. From the very beginning, he made what can be a stressful and overwhelming process feel smooth...
Great service they will do your taxes in a very professional manner
Worked with Cristian who was prompt, professional and very pleasant to work with. Been coming here for many years and will definitely continue to do so.
Very fast service, great customer service, Cristian got me my maximum tax refund . Very greatful will come back every year …
Would never refer to anyone ! Their people have no commitment at all with appointment scheduled times,I had an appointment for 11 am ,called ,spoke to the lady I would like to get the appointment with...
Amazing, amazing, amazing!! Mauricio has been doing mine and my family/ friends taxes for many, many years! He was recommended to me from a close nurse colleague and has truly taken the best care of u...
Luis helped my partner and i do our taxes and did an amazing job walking us through everything. He has such a welcoming energy will be coming back to do our taxes
It seems like I will be the first one who will rate them below 5 star! There is a reason behind it! After driving to their offices 2 times because you can not reach them by phone! Sending them emails...
Cristian, was so helpful as a first time customer will be coming back to him next year!
Cristian was awesome to work with!!! Definitely worth the wait and coming back next year. I was so scared thinking I was going to have to owe money this year, but when he turned his monitor to show me...
Luis is very detailed- oriented. He asks questions and makes sure that he's got all the tax paperwork to complete the filing. Very efficient. Been coming to Midence for a few years now and will contin...
I’ve been coming to Mauricio Midence for years. I’m always greeting with warmth and hospitality like family, no question goes unanswered with the team he has. I appreciate everything they do and will...
Christian has been handling our taxes for the past two years, and we are incredibly grateful for his help. From the very beginning, he made what can be a stressful and overwhelming process feel smooth...
Great service they will do your taxes in a very professional manner
Worked with Cristian who was prompt, professional and very pleasant to work with. Been coming here for many years and will definitely continue to do so.
Very fast service, great customer service, Cristian got me my maximum tax refund . Very greatful will come back every year …
Would never refer to anyone ! Their people have no commitment at all with appointment scheduled times,I had an appointment for 11 am ,called ,spoke to the lady I would like to get the appointment with...
Amazing, amazing, amazing!! Mauricio has been doing mine and my family/ friends taxes for many, many years! He was recommended to me from a close nurse colleague and has truly taken the best care of u...
Luis helped my partner and i do our taxes and did an amazing job walking us through everything. He has such a welcoming energy will be coming back to do our taxes
No one likes to do their taxes. Especially if you owe money. I reached out to Mauricio Midence tax preparation services to review my completed return. I had a great experience working with Geovanna an...
Went today to file my taxes, I’m a first time home owner and did not know what to expect. Mauricio did an excellent job walking me through the tax filing process being a property owner. He went above...
Christian hooked it up!!!WILL NEVER CHANGE TAX PROFESSIONALS AGAIN
We had such an easy and wonderful experience here — we will 100% becoming back! We are so appreciative of the stress-free and welcoming environment. Thank you!
We had an excellent experience working with Alondra and the rest of the staff . They were knowledgeable, patient, and took the time to explain everything clearly. The process was smooth, organized, an...
The service is excellent and professional they are knowledgeable of the tax code and they will do their best to help you out with your taxes
Cristin is always so helpful when I come get my taxes done! So is Mauricio! Thank you both for all your help. Will be back next year!!
I’ve been going to Mauricio Midence for the past few years and they are a great tax service! All the staff is very friendly. I’ve had to do a variety of taxes such as self employment taxes and that’s...
The best to do it! Mauricio will educate you on how to save money on your taxes and do it RIGHT! Thank you Mauricio for all your help establishing my business, filing the docs, and walking me through...
Mrs. Ana Cardona has been assisting my family for the past three years now and has been absolutely fantastic with helping us get everything done efficiently and with care. Her work is very thorough, w...
So happy I found Midence Tax Prep!! They are quick, professional and friendly. I will no longer use anyone else! If you're not getting your taxes done here...you need too! Highly recommend!
I discovered this gem last year and have been very happy working with Geovanna. I've briefly interacted with other team members for inquiries or scheduling, and from my experience and observations, I...
No one likes to do their taxes. Especially if you owe money. I reached out to Mauricio Midence tax preparation services to review my completed return. I had a great experience working with Geovanna an...
Went today to file my taxes, I’m a first time home owner and did not know what to expect. Mauricio did an excellent job walking me through the tax filing process being a property owner. He went above...
Christian hooked it up!!!WILL NEVER CHANGE TAX PROFESSIONALS AGAIN
We had such an easy and wonderful experience here — we will 100% becoming back! We are so appreciative of the stress-free and welcoming environment. Thank you!
We had an excellent experience working with Alondra and the rest of the staff . They were knowledgeable, patient, and took the time to explain everything clearly. The process was smooth, organized, an...
The service is excellent and professional they are knowledgeable of the tax code and they will do their best to help you out with your taxes
Cristin is always so helpful when I come get my taxes done! So is Mauricio! Thank you both for all your help. Will be back next year!!
I’ve been going to Mauricio Midence for the past few years and they are a great tax service! All the staff is very friendly. I’ve had to do a variety of taxes such as self employment taxes and that’s...
The best to do it! Mauricio will educate you on how to save money on your taxes and do it RIGHT! Thank you Mauricio for all your help establishing my business, filing the docs, and walking me through...
Mrs. Ana Cardona has been assisting my family for the past three years now and has been absolutely fantastic with helping us get everything done efficiently and with care. Her work is very thorough, w...
So happy I found Midence Tax Prep!! They are quick, professional and friendly. I will no longer use anyone else! If you're not getting your taxes done here...you need too! Highly recommend!
I discovered this gem last year and have been very happy working with Geovanna. I've briefly interacted with other team members for inquiries or scheduling, and from my experience and observations, I...
Common Questions

A 30-minute call with a senior advisor. Tell us about your estate, your trust, and your goals, and we will show you where the tax savings are.