Trust Tax Preparation
Ensuring your loved ones are taken care of is our main goal!
Managing trusts, trust tax preparation, and filing appropriate returns can be a complicated business.
You may find yourself in the role of a trustee with little to no experience or training. It may seem daunting to understand what tax filing is needed and how all this impacts the beneficiaries. With our trust tax preparation services in MA, we are here to walk you through the tax process and to give you the peace of mind as you manage the trust.
Ruth Collins considers each client’s individual circumstances with the goal of minimizing the overall tax burden. Experience is vital in tax preparation for trust because errors in preparing trust tax returns can be felt for several generations. We at Ruth Collins prepare hundreds of trust and estate tax returns each year.
We understand both the big picture –the reasons for creating trusts in various situations and the tax implications in each case – and the details of proper administration, which relies on understanding numerous rules and filing deadlines.
Your decedent’s estate needs proper management, as do domestic and revocable trusts, and much more.
We’ll walk beside you through it all, ready to minimize both difficulty AND cost!
Why wait till the last minute? Contact us now at (508) 533-8500 for expert trust tax preparation services in Medway, Medfield, Millis, Holliston, Norfolk, Franklin MA and other towns in Metrowest.