Trust Tax Returns

Because estate and trust taxation is complex, we offer a full range of specialized services including the preparation of both state and federal trust tax returns.

The tax professionals at Michael C. Allen & Co. have over 20 years of experience working directly with trustees, wealth management professionals, and others to help preserve wealth while minimizing tax liability.

Because trusts are multi-faceted involving legal, tax, and administrative issues, we strive to be a trusted resource for preparing trust tax returns and handling any possible situation.

Our Trust Tax Return services include:

  • Comprehensive trust review
  • Analysis of tax implications and identification of tax planning opportunities
  • Preparation of state and federal tax returns

If you need assistance with a trust tax return or other estate or trust-related matter, contact us today to learn more about how we can help.