Fiduciary Tax Resources, LLC (FTR) is an experienced, cost-efficient tax services corporation focusing exclusively on fiduciary taxation. As a trustee, you need to remain apprised of tax law changes, comply with tax reporting requirements, hire, train and retain highly specialized staff, all the while offering unparalleled service to your clients.
FTR can assume all those responsibilities while also relieving you of the risk and liability associated with tax reporting compliance. Our team of experienced tax professionals always have the most current tax law information and the most up-to-date technology, so you can be confident that your tax preparation process is efficient, accurate and in compliance.
We're just a toll-free call away, all year round, to answer questions and address issues for you and for your clients. We represent you as you wish to be represented, and we track and report to you on all client interactions. We provide the services and expertise of a tax department, without the unpredictable Human Resources expenditures.
FTR can assume all those responsibilities while also relieving you of the risk and liability associated with tax reporting compliance. Our team of experienced tax professionals always have the most current tax law information and the most up-to-date technology, so you can be confident that your tax preparation process is efficient, accurate and in compliance.
We're just a toll-free call away, all year round, to answer questions and address issues for you and for your clients. We represent you as you wish to be represented, and we track and report to you on all client interactions. We provide the services and expertise of a tax department, without the unpredictable Human Resources expenditures.
Services
Whether you're at work, at home, or on vacation, you always have access to your tax returns, financial work papers, or accounting database.
This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks files.
Check out this video to see the portal in action.
See how to use the SecureSend feature to quickly and easily send files to the secure portal environment.
This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks files.
Check out this video to see the portal in action.
See how to use the SecureSend feature to quickly and easily send files to the secure portal environment.
When you engage FTR, you get an entire tax department at your disposal without the Human Resource burden and rising costs.
We provide you with the ability to increase your money under management without increasing your internal administrative staff, hence increasing your revenue per employee.
We turn an uncertain and increasing line item into a fixed cost by eliminating the uncertainty of employee costs: escalating health care, ever-rising compensation, IT expenditures, training and expenses associated with hiring and managing specialized professionals.
We provide you with the ability to increase your money under management without increasing your internal administrative staff, hence increasing your revenue per employee.
We turn an uncertain and increasing line item into a fixed cost by eliminating the uncertainty of employee costs: escalating health care, ever-rising compensation, IT expenditures, training and expenses associated with hiring and managing specialized professionals.
When you call on us, you get direct access to the tax professional working on your account.
Every detail is seen to and every question is answered.
We're here to answer all tax-related questions: both yours and your clients, with a year-round toll-free number.
We support your clients while reflecting your institution's sensibilities.
We also track client calls and provide you with detail reports so you can address any customer service issue as soon as possible.
We work with you in a team approach, responding to your needs and assisting you in reaching your individual goals.
Every detail is seen to and every question is answered.
We're here to answer all tax-related questions: both yours and your clients, with a year-round toll-free number.
We support your clients while reflecting your institution's sensibilities.
We also track client calls and provide you with detail reports so you can address any customer service issue as soon as possible.
We work with you in a team approach, responding to your needs and assisting you in reaching your individual goals.
CIMS allows us to maintain an effective, proprietary client database system to provide you with useful, timely client management reports.
Maintain tax return filings, balance dues, refunds and estimate information to aid your trust officers with cash flow information.
Track the receipt of refunds and communicate with the taxing authorities regarding outstanding refunds.
Maintain tax return filings, balance dues, refunds and estimate information to aid your trust officers with cash flow information.
Track the receipt of refunds and communicate with the taxing authorities regarding outstanding refunds.
What is the average tenure of your staff?
What is the turnaround time for services you offer, such as notice and refund tracking?
Will you provide tax-related training to our trust officers?
What is the fee structure for the service you offer?
Is there an additional charge for mailings of tax letters to our beneficiaries or trust officers?
Is there a separate fee for providing tax advice to trust officers or third parties such as outside accountants?
Who will be responsible for penalties and interest assessed by taxing authorities?
What is the turnaround time for services you offer, such as notice and refund tracking?
Will you provide tax-related training to our trust officers?
What is the fee structure for the service you offer?
Is there an additional charge for mailings of tax letters to our beneficiaries or trust officers?
Is there a separate fee for providing tax advice to trust officers or third parties such as outside accountants?
Who will be responsible for penalties and interest assessed by taxing authorities?
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