Thomson Tax & Accounting is the leading provider of trust tax solutions. Our customizable trust tax services are used by over 500 trust tax organizations. Our experienced team of trust accountants can identify a solution for your fiduciary tax issues. Our tax experts review your situation, listen to you and develop a tailor-made tax compliance solution for your company. View our trust services brochure.
- Account setup
- Initial and ongoing review and correction of tax data
- Federal and state tax return preparation for: simple and complex trusts, grantor trusts, estates, charitable trusts, foundations and information returns including 1099s and 5498s
- Electronic filing
- Tax letters
- Quarterly tax estimates
- Tax Information Manager
- Optional, customized services
- Preparing federal and state 1041 tax returns, 1099s, 5498s and 706s and electronic filing when appropriate.
- Professional agency and tax letters and preparing quarterly estimates when required.
- Preparing 5227/1041A returns for charitable accounts and 990 returns for foundations; preparing 1040s upon request.
Thomson Tax & Accounting offers a full outsourcing service. If you simply need additional resources, we can supplement your staff with fiduciary trust tax experts as part of the co-sourcing option. Taking advantage of our professionals using TrustEase, provides a smooth process for transferring returns, while helping you manage the tax compliance process.
Administrator's Workstation
Whether your trust tax department takes advantage of Thomson Tax & Accounting’s outsourcing services or our co-sourcing option, the Administrators Workstation will keep your trust administrators connected to the tax department and tax process by providing immediate access to up-to-the-minute tax.
Thomson Tax & Accounting’s Administrators Workstation connects you to the trust tax process by providing immediate access to trust tax information. Link your trust tax administrators to Thomson Tax & Accounting’s trust services professionals who will insure that you are in compliance.
