Trust tax

Managing estate and trust taxes.

Brad Sprong

Brad Sprong

Partner, National Tax Leader, KPMG Private Enterprise, KPMG US

+1 816-802-5270

Your customers rely on you. You can depend on us.

Effectively and efficiently managing your client’s estate and trust taxes is a huge responsibility, potentially having an impact on your client’s future and the future of your own business.

That’s why clients have trusted KPMG’s Trust Tax practice with their trust tax return preparation for more than 25 years.

Key potential benefits:

  • Reduced costs and increased customer satisfaction: Our professionals, experienced with a wide range of fiduciary tax compliance issues, can assist in addressing the taxes and costs associated with trusts. That means higher-quality tax return, preparation and administration services for your clients.
  • Greater control and transparency: We will leverage Atlas, our missing information, tracking and database system, to help you more accurately account for tax return status.

What sets us apart?

  • We provide you with a dedicated team of experienced tax professionals whose sole responsibility is the delivery of trust tax services.
  • We help ensure conversion to KPMG will be implemented accurately and expediently.
  • We provide your administrators access to Atlas to review, in real time, delivery dates, estimate reports, missing information and other client-helpful data at no cost to you.
  • We provide on-site training sessions for your administrators annually.
  • We give your clients and administrators on-call access through a toll-free number.

Trust Tax Services
High-quality, timely, cost-effective trust services to support your business objectives.

Closely Held Businesses & Owners Network

Helping business owners stay ahead of change.

Private Markets Group

Helping private companies drive growth through each stage of the business life cycle.