Fiduciary & Trust Tax Compliance

The administration of a trust or estate is a year-round endeavor involving multifaceted tax issues. As a fiduciary, we understand that you have a myriad of important responsibilities with little room for error.

At Sax, our team of highly trained and experienced trust and estate professionals help fiduciaries to comply with technical state and federal reporting requirements and control the costs associated with your fiduciary obligations. Sax advisors are conversant in complex and changing tax laws so that we can identify and implement efficiencies for timely filing, limit the risk of errors and penalties, minimize taxes and maximize opportunities for continued asset protection and wealth preservation.

Sax provides a broad spectrum of administration services on behalf of trusts and estates, employing a highly experienced team of professionals with wide-ranging experience. Our goal is to provide the hands-on support that our clients need to oversee their assets in an effective and efficient manner. We can help you save time and support a positive return on investment.