Pennsylvania Trust

Tax & Related Services

Pennsylvania Trust provides a number of tax services for individuals, trusts, estates and foundations. Our experienced tax team brings their expertise to the preparation of a variety of tax filings including:

  • Federal and state individual income tax returns
  • Federal and state fiduciary income tax returns
  • Federal and state estate and gift tax returns
  • Federal and state tax returns for Charitable Trusts
  • Private foundation tax returns
  • Enhanced 1099 reporting for investment accounts
  • 1099 Reporting for Individual Retirement Accounts

You do not have to be a trust or investment client of Pennsylvania Trust to utilize our tax planning and preparation services.