Tax solutions tailored to individual needs
Minimizing the impact and stress associated with taxes requires specialized knowledge and careful planning. The experienced tax department at Loring, Wolcott & Coolidge has the expertise to provide our clients with a full range of tax planning and filing solutions, in close collaboration with the client’s Trustee.
A Personalized Approach
Our tax planning and preparation services are tailored to each client’s needs. We can:
- Prepare tax returns, including fiduciary returns for trust accounts, as well as individual returns
- Clearly explain all tax information, ensuring clients fully understand their returns
- Manage the payment of estimated taxes
- Assist with gift tax issues, analyzing whether clients need to file gift tax returns and preparing them when required