Customized Services To Meet Your Needs
FIDUCIARY TAX CONSULTANTS (TrustFTC) is more than just a “preparer” of tax returns. We partner with you to achieve a comprehensive solution. With expert advice on tax treatments, suggestions for alternatives on tax actions, and the ability to recognize and correct trust accounting system problems, we work with you to resolve pressing issues that fiduciaries face today. Our professionals, including attorneys, help resolve such issues as:
- Generation Skipping Transfer Tax
- Principal and Income Act issues
- State taxation matters
- French & Israeli Wealth Tax
- FATCA
Whether it’s “outsource,” “co-source,” or just a few accounts to assist you through the busy season, you can depend on TrustFTC.
Reduce Your Tax Costs
We save you time and provide the best return on your investment.
We will keep you on budget with:
- A tax preparation process tailored to your unique needs
- Clear, straightforward pricing structures
- Reduced personnel staffing and training costs requirements
- Better managed future tax processing costs
- Management of your limited resources for other corporate initiatives
TrustFTC Sample Forms Prepared:
- 1041 Trust Income Tax Returns
- 1099 Information Reporting
- 1042-S Information Reporting
- 5498 Information Reporting
- 1040 Individual Income Tax Returns
- 709 Federal Gift Tax Returns
- 990/990PF Returns for Charitable Organizations & Private Foundations
- 5227 Charitable Trusts
- 706 Federal Estate Tax Returns
- State Estate Tax Returns
- Cross-border Trust Compliance
- Court Accountings for Trusts and Estates
- W8/W9 Documentation Review