Tax Partnerships

Our Tax Partnerships Matters

We Diligently Meeting Our Client’s Tax Reporting

Relationships are foundational to the PenBay structure. Among the most important of these relationships are our partnerships with tax professionals. Whether our relationship began through our mutual client, or you are one of PenBay’s Premier Tax Vendors*, we count on our partnership with you to diligently meet our tax reporting and filing requirements to better serve our clients, grantors, and beneficiaries.

Our Tax Partners…

  • Are engaged by PenBay as a professional service provider to our Clients’ trusts.
  • Receive periodic and annual statements and account information.
  • Attend regular or periodic client and advisory meetings.
  • Engagements include:
  • Fiduciary income tax returns.
  • Decedent’s final returns.
  • Estate tax returns.
  • State tax filings.
  • Grantor tax letters.
  • Fiduciary Accountings.
  • Corporate or Partnership return.

Request an appointment





    The PenBay Difference

    We deliver complex fiduciary services in a simple way.

    Our Legal Patnership Matters.

    Diligently Meeting Our Client`s Tax Reporting Needs

    Relationships are foundational to the PenBay structure. Among the most important of these relationships are our partnerships with tax professionals. Whether our relationship began through our mutual client, or you are one of PenBay’s Premier Tax Vendors*, we count on our partnership with you to diligently meet our tax reporting and filing requirements to better serve our clients, grantors, and beneficiaries.

    Our Tax Partners…

    • Are engaged by PenBay as a professional service provider to our Clients’ trusts.
    • Receive periodic and annual statements and account information.
    • Attend regular or periodic client and advisory meetings.
    • Engagements include:
    • Fiduciary income tax returns.
    • Decedent’s final returns.
    • Estate tax returns.
    • State tax filings.
    • Grantor tax letters.
    • Fiduciary Accountings.
    • Corporate or Partnership return.

    Request an appointment





      The PenBay Difference

      We deliver complex fiduciary services in a simple way.