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Fiduciary Solutions is a national service provider to Trust Companies’ administrative and operations staff as an alternative to in-house tax processing for Personal Trust Relationships. We prepare Trust tax information for Personal Trusts managed by a Professional Fiduciary for a widespread list of clientele located from New York City to Phoenix, Arizona and many major cities in between, including Dallas, Columbus, Minneapolis and more. We are an outsourcing alternative that delivers outstanding customer service and enhances shareholder value by performing trust tax services at a significantly lower cost than an in-house staff.
Our services liberate you from the time it takes to process and coordinate Trust taxes – enabling you to concentrate on your core business: generating new business. The Fiduciary Solutions team is experienced in banking, trust laws, and tax rules and regulations. Our services are integrated and expedient, and we provide the most current tax information, which improves communications, reduces operating costs, and increases productivity.
Experience. We offer a consortium of fiduciary tax professionals with Super-Regional Bank Trust experience. Our combined member group has more than 80 years of fiduciary tax experience to provide consistent, professional delivery of Trust tax services.
Customer Service. Our team is dedicated to relationship management, accessible and available to officers and customers year-round, and committed to the highest ethical standards and business standards.
Cost Effectiveness & Turnaround Time. Our extremely versatile team is able to prepare more types of returns than other trust tax departments in less time. We have a network of online software systems for immediate tax processing, and combine computer technology with our expertise to get the job done expediently and accurately.
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