Fiduciary Tax Preparation and Consulting Services

Tailored Services

Trustax provides a full range of tax services to institutional fiduciaries

Trustax examines your systems, accounts, staff and clients to determine the services and tax preparation systems that will maximize value to your organization. A package of services and systems that accentuates your organization's commitment to provide the highest standard of client services will be created.

Competitive Pricing

Trustax offers one of the most competitive pricing structures in the industry

Because Trustax is a specialist using the most innovative and efficient tax preparation systems available, Trustax passes the cost savings on to your organization. Full service does not need to cost more.

Dependable Results

A successful tax season begins April 16.

Trustax is dedicated year-round to tax reporting for institutional fiduciaries. Year-round service allows Trustax to manage your systems and data so that client information is being delivered timely and accurately.