• High Volume Fiduciary (1041/1099)
• Charitable Trust Returns
• Individual Income Tax Returns
• Estate and Gift Tax Returns
• Estate Income Tax Returns
• Probate Inventory and Accounts
• Trust Operations
• One-on-One Relationship Management
• Periodic Management Reporting
• Easy and Direct Client/Administration Inquiry
• Quarterly Estimated Tax Management including Cash Management
• Tax Return Filing Management including Magnetic Tape for Agency/Custody Relationships and Cash Management
• Annual Post Tax Season Management Summary Meeting
• Periodic Transactional Data Review
• Account Beneficiary Data Review
• Trust Document Review including Entity Type and Trust Situs
• New Account Set-up Review including Coordination of Prior Trustee Information
• Post Death Grantor/Revocable Trust Planning
• Timely Communication of Coding Irregularities combined with Action/Maintenance Plan
• State and Federal Quarterly Estimate Review
• Charitable Account Minimum Distribution Administration
• Timely Response to Federal and State Tax Notices
• Annual Review of Tax Refunds for Correctness
• Monthly Account, Asset, and Transactional Data Review
• Year-end Mutual Fund Factoring
• Year-end CTF Factoring
• Coordination of Monthly Data Transmission and Year-end Short Tapes
• Coordination with Appropriate Personnel for Closed Accounts in relation to Monthly Data Transmission
• Maintenance of Out-of-Balance Accounts
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