Filing taxes when a loved one passes is difficult. If you are preparing a 1040 federal income tax form for a spouse or parent, you are grieving.The state of Texas does not have an estate tax, however residents may still be subject to federal estate tax laws. File the final income tax returns of a deceased person for current and prior years, pay any balance due and claim the refund. While Texas probate doesn't involve paying estate taxes to the state, a clear understanding of your estate's tax obligations at the federal level is crucial. As your trusted advisor, we help you develop an estate and trust plan that protects wealth and minimizes the tax burden on you and your loved ones.