An important, and compulsory, action for any business or trust is the filing of tax returns (aka tax filing) with the IRS. Maintaining accurate and current tax records enables the business or trust to operate within the operational guidelines required by the government.
On behalf of the trust estate, The Trustee Group will consult with tax professionals to help minimize the tax liability to the trust. The Trustee Group will work on behalf of the trust’s beneficiaries for their best interests.
As a general rule, The Trustee Group does not act or in any manner portray themselves as Certified Public Accountants. In order to administer the trust in the most beneficial manner, we engage qualified and experience tax accountants, tax attorneys, and other tax professionals as required by the particular needs and requirements of our clients.
Once the tax preparation has been completed, The Trustee Group will make sure the tax returns are filed in a timely fashion. Our goal is to remain compliant with state and federal taxing agencies.