Who We Are
We are a team of tax professionals, each with over 25 years of vast industry knowledge and experience in fiduciary tax, information reporting (1042-S, 1099, and 5498), and fiduciary/court accountings. We understand client’s needs in the wealth management and custody industries, and therefore deliver fiduciary income tax returns and information reports on time with accuracy and consistency. Dedicated to providing exceptional service, we focus on the confidentiality of your clients and their families.
Take advantage of our banking background
FIDUCIARY TAX CONSULTANTS (TrustFTC) delivers trust and estate tax preparation services to law offices, trust institutions, and banks across the country. Our professionals are accountants, attorneys, or enrolled agents who average 25 years of fiduciary tax and information reporting. Our experience in managing trust tax departments, dealing with trust officers on a regular basis, is invaluable to the productivity and growth of your company as we work as part of your team in meeting your clients’ compliance and advisory needs.