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Tax & Accounting

Tax & Accounting Services

An essential part of the administration of any Power of Attorney, Estate, Trust, Agency or Foundation is the annual filing of taxes or preparing of accounts. Let our tax and accounting experts handle this part of the administration for you.
 
At Legacy Private Trust, we can assist families in the expert management of their charitable gifts so they can focus on giving.
 
Personal Estate Plan Brochure

Duties and Responsibilities Can Include:

  • Managing incoming and outgoing donations
  • Calculating disbursement quotas
  • Investment oversight
  • Reviewing submissions from charities to receive funds
  • Reviewing scholarship applications
  • Annual reporting and tax filings
  • Regular review and ongoing management
  • Ongoing administration, and more

Next Steps

For more information on Tax & Accounting Services or about Legacy Private Trust, please contact us. We would be pleased to schedule a phone call or meeting with you to discuss your community’s situation and work with you to see if we can help.

“Remove the administrative burden and focus on what matters to you.”

– Carolyn Love