We offer Fiduciary Tax Services, as well as Individual, Partnership, S Corp, Gift Tax and others your customers may need.

• Preparation of Federal and state tax returns and related tax information.
• Mutual Fund Factoring (Income Reallocation).
• Responses to tax compliance questions asked by the trust administrators.
• Responses to correspondence from taxing authorities.
• Preparation of extensions, when required.
• Periodic review of the tax coding and new account setup in the trust accounting system.
• Semi-annual administrative and tax planning oriented presentations to trust administrators.
• Research and consultation on trust tax issue and tax planning.
• Calculate quarterly estimated tax payments for fiduciary accounts.
• Preparation of IRS approved substitute 1099.
• Sixty-five day election procedure to ensure tax is minimized on complex trusts, where possible.
• E-Filing of all returns
• EFTPS of balance due and estimated tax payments.