FIDUCIARY 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