Comprehensive Services

Tax Preparation

As a full-service firm, the Loring, Wolcott & Coolidge Office prepares client tax returns. Our experienced tax department prepares fiduciary tax returns for client trust accounts, as well as individual tax returns. We also manage the payment of estimated taxes for clients who desire this service.

Loring, Wolcott & Coolidge also assists with gift tax issues, analyzing whether clients need to file gift tax returns, and preparing them when required.

Trustees collaborate with Loring, Wolcott & Coolidge tax professionals to clearly explain all tax information, ensuring clients fully understand their returns.