Fiduciary and Estate Taxation

Our Commitment:

We will provide for our clients a full range of fiduciary tax planning services. Our experienced fiduciary tax professionals will assist our clients by analyzing all accounts for tax compliance while we review and prepare the required fiduciary tax returns. We will work with our clients throughout the year to assist them with their tax compliance issues and administrative challenges with the end goal of consistently providing accurate and timely filed tax returns.

Fiduciary Tax Services Provided:

Review and analyze governing account document
Review and maintain account on tax software
Continual review and correction of account data
Prepare and file Investment Agency Form 1099s
Prepare Fiduciary tax returns
(Revocable Trust, Irrevocable Trust, Split-Interest Trust, Charitable Trust, Private Foundation and Estate Tax, Inheritance Tax and Estate Income Tax)
Prepare and review quarterly fiduciary estimated tax liabilities
Other fiduciary tax related services upon request

Consulting Services Include:

Corresponding with government agencies in respect to inquiries related to tax returns
Training of trust staff on trust tax compliance and daily transaction issues
Telephone assistance available to trust staff throughout year

Benefits To Using Fiduciary Tax Services, Llc To Service Your Fiduciary Tax Needs:

Experienced, qualified fiduciary tax professionals
Identify tax savings and planning opportunities
Identify potential areas of liability
Improve quality control in tax processing through consistency and experience
Measure and predict tax processing costs

Schedule Of Fees:

Rate and method of billing will be based on specific client needs.

Contact

Tracy O. Osborne – Chair

James P. Borgmann

Brenda K. Reveal

Sarah L. Pierce