About Us
Estate/Trust Taxes
Estate/Trust Taxes
Estate/Trust Taxes
We work with attorneys, trust companies, tax practitioners and individuals to file Simple Trusts, Complex Trusts, Grantor Trusts, and Estate tax returns. We act as the Electronic Return Originator and the Transmitter. Our software does not support the preparation of a state return so we focus on working with clients in our home state of P
We work with attorneys, trust companies, tax practitioners and individuals to file Simple Trusts, Complex Trusts, Grantor Trusts, and Estate tax returns. We act as the Electronic Return Originator and the Transmitter. Our software does not support the preparation of a state return so we focus on working with clients in our home state of Pennsylvania and non tax states. Many states that have an income do not require a return for a Grantor Trust.
Employment Taxes
Estate/Trust Taxes
Estate/Trust Taxes
Our software is designed to batch process multiple employment tax forms from a spreadsheet. Beginning in the 2nd Quarter of 2023, we are only taking on new clients who are authorized as Reporting Agents and have a reporting requirement of at least 10 quarterly employment tax returns. The reporting agent must have an IRS signature pin. We
Our software is designed to batch process multiple employment tax forms from a spreadsheet. Beginning in the 2nd Quarter of 2023, we are only taking on new clients who are authorized as Reporting Agents and have a reporting requirement of at least 10 quarterly employment tax returns. The reporting agent must have an IRS signature pin. We will continue to serve our existing clients and will use Form 8879-EMP with a self asstgned PIN for electronic signing of the return.