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Trust Tax Returns

Because estate and trust taxation is complex, we offer a full range of specialized services including the preparation of both state and federal trust tax returns.

The tax professionals at Michael C. Allen & Co., CPA's PLLC have over 20 years of experience working directly with trustees, wealth management professionals, and others to help preserve wealth while minimizing tax liability.

Because trusts are multi-faceted involving legal, tax, and administrative issues, we strive to be a trusted resource for preparing trust tax returns and handling any possible situation.

OUR TRUST TAX RETURN SERVICES INCLUDE:

  • Comprehensive trust review
  • Analysis of tax implications and identification of tax planning opportunities
  • Preparation of state and federal tax returns

If you need assistance with a trust tax return or other estate or trust-related matter, contact us today to learn more about how we can help.

Please contact us by using the form below:

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Please call us today at (516) 775-3000


We take pride in the professionalism of our partners and staff. Our practice is regularly peer reviewed by the New York State Society of CPA’s. This assures our clients that we can meet our commitment to quality and service for our clients and that our professionals serve our clients in a way that is competent, objective and with due professional care.

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