Tax Preparation

Tax Preparation Services

“Our clients receive the advantage and added value of our combined expertise, which allows for the full scope of planning for their financial future.”
— Stephen A. Paul
 
 

Tax Preparation

Tax code is an ever-changing area of complexity, particularly as it relates to trusts, estates and investments. We stay current with the tax code to help clients take advantage of all opportunities. We analyze each client’s unique tax situation with an eye to helping our clients achieve the best possible tax outcomes.

Integrated

across investments, trusts, and financial planning

Allen Trust Company offers tax return preparation services for trusts, individuals, partnerships, and corporations. We also offer tax planning services to our clients, providing estimates of the tax implications of proposed transactions and investments. 

Our tax department works with our team of experts in trust, investments, and financial planning to provide clients with clear and comprehensive guidance. Our goal is to take the stress and worry out of taxes through astute, well-planned tax preparation services.

Maximized

wealth through tax incentives and savings

Taking advantage of tax incentives is essential to maximizing wealth. Tax savings can provide returns that are otherwise unheard-of in investing. We work together to identify opportunities for tax savings and to ensure that each investment decision, whether selling stock or allocating assets between retirement accounts, considers the tax implication to you.