You are leaving Beacon Trust's website and going to a third party website. This may have privacy and security policies diffrent from Beacon Trust. Do not disclose any personal or financial information upon leaving the Beacon Trust website. Beacon Trust Company and its affiliates are not responsible for the products, services and content on any third party website.
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.