Our Mission
At Trust Tax Compliance, we strive to provide accurate and reliable tax services to our clients. Our mission is to build lasting working relationships with our clients who are treated with respect and appreciation regardless the size of the engagement.
My Message
Trust Tax Compliance came to life after 34 years in corporate industry. I am grateful for the experience and knowledge I gained managing some of the largest wealth managers in the country or the local neighborhood trust company. Combining all my experience from proprietary technology platforms, complex tax technical matters, recruiting and training successful trust tax professionals and back to what I really enjoy, tax compliance for my clients. I look forward to serving clients in a manner that builds trusting and successful relationships.
About Trust Tax Compliance
Our Philosophy
Our Philosophy
Our Philosophy
TTC is part of your team and an extension of your tax department. We believe that every client deserves personalized attention and a tailored approach to their trust tax needs. We take the time to understand each client's unique situation and provide customized solutions that meet their specific needs.
Our Experience
Our Philosophy
Our Philosophy
TTC has decades of experience in the trust tax industry and stays up-to-date with the latest changes in tax laws and regulations. We use our industry knowledge to help our clients navigate the complex world of taxes ensuring timely and accurate tax deliverable filings.
Our Services
Our Philosophy
Our Services
Services provided can be unique for each client depending on the various entity types managed by the client:
Agency Accounts (Premium Forms 1099, Detail Tax Information Letter)
• Individual Retirement Accounts (IRA Forms 1099-R and 5498)
• Trust, Estate and Foundations (Forms 1041, 5227, 990,990PF)
• Quarterly Estimated Tax Payments
• Tax
Services provided can be unique for each client depending on the various entity types managed by the client:
Agency Accounts (Premium Forms 1099, Detail Tax Information Letter)
• Individual Retirement Accounts (IRA Forms 1099-R and 5498)
• Trust, Estate and Foundations (Forms 1041, 5227, 990,990PF)
• Quarterly Estimated Tax Payments
• Tax Worksheets
• IRS and State Authority Correspondence
• New Trust Account Reviews
• Terminating Account Guidance
• Extensive Data Review and Maintenance Plan
• Tax technical clarity on account specific matters