About us

Managing fiduciary tax compliance is a year-round endeavor

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Fiduciary/Trust Tax Services is part of the broader EY Private Client Services, which offer domestic and cross-border tax services to high-net-worth individuals and families, including corporate executives and business owners. We support you with:

  • People. Our dedicated staff of more than 200 full-time, US-based tax professionals has an average of 16 years of trust tax experience, providing outsourcing support to a wide spectrum of clients with trust accounts of varying levels of complexity and an array of trust accounting systems.
  • Process. Our integrated process – planning, monthly data and transaction review, timely resolution of issues and continuous communication – is a key to successfully processing your tax returns.
  • Technology. Our investments in emerging technology and proprietary tools help reduce risk, increase transparency, and enable greater efficiency and accuracy in production of tax information statements and returns. Harnessing the power of technology allows our team to focus their tax technical proficiency and concentrate on managing more complex aspects of your trust tax compliance needs.
  • Broad range of services. Our team is fully integrated with the EY global network of tax subject-matter professionals and can assist with complex filing requirements and planning needs. This includes foreign trusts, Foreign Account Tax Compliance Act (FATCA), oil and mineral leases, hedge funds, multistate income and franchise tax, generation skipping transfer (GST) tax, estate and gift tax, state and local tax, exempt organization and international tax, as well as personal financial planning. In addition, tax technical training, train-the-trainer and Tax Desk resources are available.