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Trusts and Fiduciary Tax – Boston, MA

Experienced Trust and Fiduciary Tax Services in the Boston Area

Newburg & Company, LLP has been providing experienced trusts and fiduciary tax services to the Boston, MA area for over 20 years. Our experts understand the importance of personal trusts as a way of preserving and transferring your wealth. We can act as an agent and prepare estate and fiduciary tax returns and the estate’s final accounting as well as assist with any administration needs you have.

Partners in Trusts and Fiduciary Tax in Boston, MA

Newburg & Company, LLP provides a comprehensive range of trust and fiduciary tax services tailored to your personal needs and circumstances. We work closely with your estate attorney to provide complete planning and advisory trust and fiduciary services to maximize wealth transfer to the next generation. We often act as trustee or co‐trustee assisting clients in developing investment guidelines aligned with goals and objectives of each trust and the needs of current and future beneficiaries. We review all trust documents and prepare a detailed abstract of the terms and objectives within each. Our goals are to make the objectives and mechanics of the trust very clear and readily accessible for any of your questions. We pride ourselves on providing proactive communication and quick turnaround for your trust and fiduciary tax compliance needs.

Some of the goals and objectives contained with our trust and fiduciary tax services include the following:

Trusts and Fiduciary Tax Boston MA

  • Preserve your assets for the long term
  • Protect and provide for your family and beneficiaries with clear and concise direction
  • Ensure privacy for your business and personal matters
  • Complete fiduciary accounting’s along with a variety of estate and trust administration services, among them planning and preparing federal and state estate and gift tax returns, fiduciary income tax returns, and the decedent’s final personal income tax returns
  • Analyze the appropriate allocation of distributions and ensure we have considered taxes from a personal and fiduciary return perspective
  • Provide you a team of CPA’s that stay on top of all tax laws and regulations governing trust and estates, while at the same time, developing strategies to help you pay the least amount of tax within the law

Personalized Trust and Fiduciary Tax Services

We’re committed to providing you the highest quality trust and fiduciary tax services available in the Boston area. Planning a trust can have a significant impact on you and your family and we ensure that you know all your options and opportunities and create a personalized plan to maximize your benefits. Learn more about Newbury & Company LLP’s trust and fiduciary tax services in Boston, MA by contacting us for a complimentary, confidential consultation.

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