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
Originally, our software was developed to support Reporting Agents who had many simple returns to file. These clients would provide their data in the form of a spreadsheet which we would convert into a format that could be transmitted to the IRS electronically. Starting in 2023, we also serve small businesses who have just one simple retu
Originally, our software was developed to support Reporting Agents who had many simple returns to file. These clients would provide their data in the form of a spreadsheet which we would convert into a format that could be transmitted to the IRS electronically. Starting in 2023, we also serve small businesses who have just one simple return to file quarterly or annually. These clients use a simple app to send us their data after setting up an account which holds the return header data.