Thomson Tax & Accounting is the leading provider of trust tax solutions.

Our comprehensive services include:

• Account setup
• Initial and ongoing review and correction of tax data
• Federal and state tax return preparation for: simple and complex trusts, grantor trusts, estates, charitable trusts, foundations and information returns including 1099s and 5498s
• Electronic filing
• Tax letters
• Quarterly tax estimates
• Tax Information Manager
• Optional, customized services
• Preparing federal and state 1041 tax returns, 1099s, 5498s and 706s and electronic filing when appropriate.
• Professional agency and tax letters and preparing quarterly estimates when required.
• Preparing 5227/1041A returns for charitable accounts and 990 returns for foundations; preparing 1040s upon request.

Administrator’s Workstation for Outsource Clients
The Administrator’s Workstation keeps you connected to the process by providing a centralized solution for all aspects of tax preparation with immediate access to current tax information.

Accessed through Internet Explorer, information is available anytime. With no software to install or distribute, maintenance issues and hardware expenditures are eliminated. Using registers in the Workstation, you have access to specific information and tax data, the ability to print copies of K1s and reports and an easier way to review information and respond to client questions.

Co-Sourcing

Whether you have a few returns or many, or have a high-priority need for additional resources, Thomson Tax & Accounting can supplement your staff with our pool of trust tax experts. Sharing a common tax preparation platform, TrustEase eases the transfer of returns between a client-prepared account and Thomson, ensuring total transparency, while helping you to effectively manage the tax compliance process.

Administrator’s Workstation for Co-Source Clients
The Administrator’s Workstation provides a more efficient method of communication by linking trust administrators to the Thomson Tax & Accounting professionals. You stay connected to the process, with real-time access to tax information as easily as returns prepared in-house. Sharing the same TrustEase platform eliminates compatibility issues. You have access to the same information as our staff anytime, anywhere.

When needed, you can move accounts between internal staff and the Thomson Tax & Accounting professionals, and still have access to status information, K-1s, Tax Information Letters and other important data.

Complete the Request Information box to find out if outsourcing or co-sourcing is the solution for your organization. Pricing is provided on an individual basis