Hire Virtual Assistants for Estate Tax Consultants
Eliminate tedious document chasing, Date-of-Death valuation backlogs, and Schedule A–U binder prep. Delegate Form 706/709 data organization, basis consistency tracking (Form 8971), Form 712 life insurance collation, and fiduciary income tax (Form 1041) workpaper setup to vetted tax assistants—supervised by your own dedicated Project Manager at zero extra charge. Pay only for actual hours worked.
70%
Lower Cost vs. Onshore Tax Specialists
100%
Strict IRC § 7216 & NDA Compliance
$0
Management & Platform Markups
⚡ Deployed in < 24 hours • Dedicated PM supervision included • No lock-in contracts
Streamline Tax Compliance & Workpaper Assembly
Form 706/709 Workpaper Schedules
Organizing real estate appraisals, Form 712 life insurance certificates, marketable securities valuations, and Schedule A–U exhibits.
DOD & Alternate Valuation Consolidations
Gathering Date-of-Death statements from financial institutions and analyzing 6-month alternate valuation pricing across brokerage accounts.
Form 8971 & Fiduciary Basis Reporting
Drafting beneficiary Schedule A statements, maintaining property tax records, and cross-checking step-up basis figures with Form 1041 returns.
Free Dedicated Project Manager
Your PM audits workpaper binders, enforces filing extension deadlines, and guarantees backup coverage if your assistant takes leave.
Samrat Pal • Operations Lead
"Estate and gift tax reporting requires zero-tolerance for calculation errors and strict data privacy. We ensure every 706 binder and 1041 schedule is audit-ready."
Ecosystem Fluency
Proficient in Industry-Standard Estate & Fiduciary Tax Software
Our assistants drop straight into your tax prep suites, valuation databases, and client portals on Day 1.
CCH Axcess
Form 706, 709 & 1041 return data setup
UltraTax CS
Trust & estate tax filings, K-1 generation
Bloomberg Tax
Estate planning portfolios & GST models
Lackner 6-in-1
Fiduciary accounting & 706 calculation
EstateExec
Asset inventories, debt schedules & claims
EstateVal (EVP)
DOD security pricing & dividend accruals
WealthCounsel
Irrevocable trust summaries & tax clauses
Intuit Lacerte
Forms 1041, 706 & 709 modules
TaxCaddy / SP
Client document binders & optical recognition
Adobe Acrobat Pro
Audit-ready Bates stamping & SSN redaction
Advanced Excel
Lifetime gift logs, GST allocation tables
Encrypted Vaults
Bitwarden / 1Password zero-leak security
High-Leverage Execution
What Your SageDoer Estate Tax Assistant Takes Off Your Desk
Free your senior estate tax consultants and partners from missing valuation letters, manual spreadsheet cross-checks, and Schedule assembly. Focus on high-value wealth transfer planning while our assistants handle operational execution.
Form 706 Schedule Assembly (A–U)
Meticulous organization of supporting asset documentation for the United States Estate Tax Return.
- ✓ Consolidating Schedule A Real Estate appraisals & deeds
- ✓ Formatting Schedule B Stocks & Bonds with EstateVal reports
- ✓ Compiling Schedule D Form 712 life insurance certificates
- ✓ Tabulating Schedule J & K funeral, medical, and administrative debt
Form 709 Gift Tax & Lifetime Exemption Logs
Historical gift auditing and annual exclusion compliance tracking across family tiers.
- ✓ Reconciling cumulative prior taxable gifts across past returns
- ✓ Logging annual Crummey withdrawal notices & beneficiary waivers
- ✓ Tracking Generation-Skipping Transfer (GST) exemption allocations
- ✓ Gathering business appraisal discount reports for gift transfers
Form 8971 & Basis Consistency Tracking
Strict adherence to IRC § 1014(f) and § 6035 statutory basis reporting requirements.
- ✓ Populating Statement A beneficiary allocation schedules
- ✓ Verifying 30-day statutory notice deadlines post-706 filing
- ✓ Documenting inherited cost basis for subsequent asset sales
- ✓ Tracking certified mailing receipts to beneficiaries & the IRS
Form 1041 Fiduciary Income Tax Prep Support
Coordinating trust and estate accounting income (FAI) with distributable net income (DNI).
- ✓ Categorizing estate checking receipts, dividends, and interest
- ✓ Separating principal vs. income disbursements per trust terms
- ✓ Assembling 1099-DIV, 1099-INT, and brokerage consolidated tax packs
- ✓ Drafting preliminary Schedule K-1 distribution worksheets
Appraisal & Valuation Coordination
Managing certified valuation experts to substantiate discounts and date-of-death fair market values.
- ✓ Sourcing certified MAI commercial/residential real estate appraisers
- ✓ Requesting Date-of-Death valuation letters for closely-held business interests
- ✓ Gathering tangible personal property, jewelry, and art appraisals
- ✓ Verifying appraiser qualification statements per Treas. Reg. § 20.2031
IRS Deadlines, Extensions & Closing Letters
Defending statutory windows and managing IRS administrative correspondence.
- ✓ Preparing Form 4768 6-month filing & payment extension requests
- ✓ Tracking 9-month statutory Form 706 deadlines from Date of Death
- ✓ Ordering IRS Account Transcripts via Pay.gov / e-Services
- ✓ Monitoring IRS estate tax closing letter requests (Letter 627)
Turnkey Deployment
The 4-Phase SageDoer Workflow
Deploy an experienced estate tax assistant in under 24 hours. Zero recruiting overhead, zero training delays.
Submit Requirements
Share your specific project needs with us to get started. Choose your preferred channel to reach out: Email, Contact Form, or WhatsApp.
Finalise the Deal
Our dedicated project manager will promptly get back to you to review your goals, outline a tailored strategy, and finalise the partnership details.
Expert Execution
Your project manager takes full charge of the operations, getting the work done seamlessly and efficiently through our internal team of vetted experts.
Pay Only for Output
We log and charge exclusively for the virtual assistant's actual working time. Your dedicated project manager's supervision is completely free.
Strategic Comparison
Traditional Platforms vs. The Smart Choice: SageDoer
Why estate tax advisory practices choose managed accountability over unvetted freelance marketplaces.
| Feature / Metric | Traditional Freelance Platforms | ★ THE SMART CHOICE: SageDoer |
|---|---|---|
| Platform & Management Fees | Up to 40% in hidden markups, bidding, and memberships | 0% Hidden Fees. Pay strictly for hours worked. |
| Daily Team Management | You must juggle and supervise multiple freelancers | Dedicated Project Manager acts as your single point of contact |
| Quality Assurance | Hit-or-miss talent with unverified credentials | Internally vetted, rigorously trained premium experts |
| Hiring & Deployment Speed | Endless cycles of interviewing and testing candidates | Instant delegation. We immediately assign the right specialist. |
| Billing & Invoicing | Complex, multi-freelancer invoices with currency headaches | Simple, unified, centralised USD invoicing |
| Staff Turnover & Replacements | Start the hiring and training process all over again | Seamless internal replacements with zero workflow disruption |
Transparent Flat Rates
Unbeatable Managed Pricing for Estate Tax Consultants
No platform fees. No onboarding deposits. Supervised by your dedicated Project Manager at no extra cost.
20 Hours Per Week • Est. $560 USD / Month (4 Weeks)
- ✓ Pay only for hours of pure work
- ✓ Dedicated Project Manager included
- ✓ Free management supervision
- ✓ Zero setup or onboarding fees
- ✓ No monthly membership charges
40 Hours Per Week • Est. $960 USD / Month (4 Weeks)
- ✓ Pay only for hours of pure work
- ✓ Dedicated Project Manager included
- ✓ Free management supervision
- ✓ Zero setup or onboarding fees
- ✓ No monthly membership charges
🔒 No lock-in contracts. Scale capacity during October filing extension peaks or Q4 gift tax planning cycles, pause anytime.
Practitioner Feedback
Trusted by Estate Tax CPAs, Fiduciary Advisors & Wealth Attorneys
"Assembling the Form 706 binder used to take our senior associates days of chasing Form 712 life insurance certificates and appraisal exhibits. Our SageDoer assistant organizes every schedule with flawless indexing."
Robert Vance, CPA, PFS
Managing Partner • Vance Wealth & Estate Tax Advisory (Dallas)
"Our basis consistency reporting on Form 8971 has zero compliance friction now. The assistant matches each asset description to the 706 and generates beneficiary statements right on schedule."
Karen Mercer, JD, LL.M.
Tax Partner • Mercer Estate & Trust Group (New York)
"Having a dedicated PM is what makes SageDoer entirely distinct from Upwork. When our primary VA went on scheduled leave, the PM placed a pre-briefed replacement who kept our CCH Axcess pipeline running seamlessly."
Trevor Sterling, CPA
Director of Fiduciary Tax • Sterling Family Office (Miami)
"At $6/hour full-time with an active PM doing quality checks on our EstateVal inputs, we expanded our active 706 file caseload by 40% while slashing overhead costs."
Laura Gallagher
Principal • Gallagher Trust & Tax Solutions (Chicago)
Clear Answers
Frequently Asked Questions from Estate Tax Consultants
Everything you need to know about IRC § 7216 tax privacy, workpaper flow, and filing oversight.
Relieve Your Estate Tax Workpaper Backlog in 24 Hours
Schedule a confidential 30-minute review with our operations lead or reach out on WhatsApp to discuss your upcoming Form 706 deadlines, 1041 volume, and software stack.
Brief Your Estate Tax Requirements
Tell us your tax prep software, current Form 706/709 filing volume, and required hours. Your dedicated Project Manager will reply in under 2 hours.