Broker Check

Institutional Fiduciary Tax Services

Through our sister company, CPM Tax & Accounting LLC, we can act as your Trust Tax Department for your Trust Department, Wealth Management group or Accounting Firm, as an alternative to having an expensive internal fiduciary tax preparation operation.  We charge a straight "per-return" fee for each type of return prepared, except for estate income tax returns, which are negotiated individually.

Returns Prepared:

  • Grantor Trust Return (Grantor Letter/1041
  • Irrevocable Trust Return (Form 1041)
  • Split-Interest Tax Return (Form 5227)
  • Exempt Organization Information Return (Forms 990/990-PF)
  • Information Reporting (Forms 1099-Int/Div/B/Misc)
  • Foreign Withholding (Forms 1042/1042-S)
  • Estates Income Tax (Form 1041)

Services Included with Per Return Fee:

  • Minimum of two annual face to face meetings (1 before and 1 after tax season)
  • General Tax Consulting – 4 Hrs Per Month (Non-cumulative)
  • Prospect Consulting
  • Account Document Review
  • Review of Prior Tax Returns
  • Monthly Account Scrubbing
  • Quarterly Estimated Tax Calculation
  • Return Preparation
  • Electronic Filing
  • Federal Balance Due/Estimated Tax Payment through EFTPS System

Not Included with Per Return Fee:

  • Trust Tax or Related Software Costs
  • General Consulting in Excess of Hours Included Above (Additional Hours Negotiable)
  • Audit or Administrative Representation
  • Postage

Call today for a free consultation: 603.369.4690