Tax Planning & Preparation

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
  • Take time to assist clients in understanding their tax 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