The Fiduciary's Friend, LLC

The Fiduciary's Friend, LLC Fiduciary Accounting Services We also provide tax preparation services to estates, trusts, small businesses and individuals.

The Fiduciary's Friend, LLC provides accounting services to law firms and solo practitioners needing support for estate administrations, trust administrations, guardianship proceedings and estate planning. We serve clients located in Maryland, Pennsylvania and Delaware. SERVICES

ESTATE ADMINISTRATIONS (Maryland, Delaware and Pennsylvania)

Preparation of Probate Forms; Organization of assets an

d preparation of Inventory; Preparation of Court Accounting with cash reconciliation and schedule of proposed distribution; Preparation of U.S. Estate Tax Return (IRS Form 706), Delaware Estate Tax Return (DE Form 900), Pennsylvania Inheritance Tax Return (PA Form 1500), Maryland Estate Tax Return (MET Form 1) and calculation of Maryland Inheritance Tax; Preparation of estate’s income tax returns(IRS Form 1041, DE Form 400, MD Form 504, PA Form 41)

TRUST ADMINISTRATIONS (Maryland, Delaware and Pennsylvania)

Preparation of Court Inventory and Accountings; Preparation of trust’s income tax returns (IRS Form 1041, DE Form 400, MD Form 504, PA Form 41)

GUARDIANSHIP PROCEEDINGS (Maryland and Delaware)

Court Inventory and Accountings

ESTATE PLANNING

U.S. Gift Tax Return (IRS Form 709)

TAX PREPARATION

Individual (IRS Form 1040 and state returns; Business (IRS Forms W-2, W-3, 940, 941, 1120, 1065 and state returns); Entity (IRS Forms 1041, 990, 706, 709, and state returns)

04/12/2026
03/30/2026

USERS BEWARE: Taxpayers should not rely on AI-generated responses to complex tax questions or tax return calculations. Learn more about warnings to ensure your tax security at: irs.gov/dirtydozen

01/27/2026

and Treasury are moving into a new era, and leaving relics of the past behind. This means we're saying goodbye to paper checks, and we're saying hello to electronic payment methods. Did you know that direct deposit refunds are less likely to get returned as undeliverable? And don’t forget, electronic tax payments are less likely to post late, helping you avoid penalties and interest.

Use our Frequently Asked Questions to get the answers you need at https://ow.ly/J5LW50Y4q49.

10/29/2025

Watch out for a scam email that may read, ‘Notification of IRS Audit & Investigation.’ The email may direct you to download a “secure” file (in some cases via sites like Cognito Forms) and submit documentation, but in fact the link leads to a fraudulent site that may steal your data or install malware. For more info on phishing scams, go to www.IRS.gov/phishing

08/13/2025

Thinking about buying a car? You might be eligible for a deduction, too. Starting this year, you may deduct interest paid on a loan to purchase a qualifying vehicle.

Find out if you qualify at https://ow.ly/A71K50Wq966

12/26/2024

Working remotely from home during the holidays? Emmett the catfluencer and his human, Commissioner Werfel, share purr-fect tips to help you stay safe online: www.irs.gov/securitysummit

12/07/2024

As we prepare for the holiday season, thieves look for ways to file fraudulent tax returns with our personal information. This National Awareness Week, and the Security Summit are highlighting steps you can take to protect your personal information.

Learn to recognize common scams and cyber threats at www.irs.gov/securitysummit

11/29/2024

Investing in renewable energy for your home? Not only is it good for the planet, it can save you money on your taxes, too! The Residential Clean Energy Credit equals 30 percent of the costs of new, qualified clean energy property installed in your home. You can claim this credit as an owner or a renter as long as it's your main home.

Get all the details from the https://ow.ly/kfn050U5uug.

11/13/2024

has announced that the 2025 contributions limit for 401(k) plans in has increased to $23,500, up from $23,000 for 2024. Learn more at: https://ow.ly/45uu50TYgk7

Address

13955 Tockwogh Lane
Galena, MD
21635

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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