At Accounting & Consulting Group, LLP we have a long history of assisting clients with their estate planning needs. We’ve been preparing fiduciary, gift, estate, foundation and non-profit returns for over 60 years.
Preparation of trust income tax returns is the responsibility of the trustee. Each trust is unique. The trust document must be thoroughly examined to determine how tax law affects the trust. With today’s changing laws, this can be a daunting task. Let us guide you through the process.
Our services include:
- Succession planning for family owned businesses
- Utilization of trusts and other vehicles designed to minimize estate and gift taxes
- Preparation of trust and estate tax returns
- Accounting services to track and report activity
- Guidance on tax matters
- Simple and complex trusts
- Grantor trusts
- 867 trusts
- 142.005 trusts
