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Tax Advisory and Preparation

Sophisticated estate planning and investment strategies create tax preparation complexities – the principal reason why our premium Tax Preparation service is valued by clients. Our intimate knowledge of our clients’ finances ensures a level of accuracy of returns and a low stress experience that other third-party tax services would find difficult to match.

Because we work with clients throughout the year, we are able to provide proactive tax planning when it matters most – well in advance of the tax return preparation process.

We receive the bulk of investment-related tax information directly from providers, enabling us to file returns in a timely manner and relieve clients of logistical burdens.

The combination of tax preparation services into our broad offering helps to set Beacon Trust’s services apart in the marketplace.