Tax & Related Services
Pennsylvania Trust provides a number of tax services for individuals, trusts 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
- 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
For help with your account access:
please call Pennsylvania Trust
at 1 800 975-4316 during our regular business hours,
08:30 a.m. - 05:00 p.m. EST Monday through Friday.