Charter Trust offers personal tax planning, consulting and preparation services. The tax team is available to assist when questions arise and provides researched answers.
Our tax team includes in-house tax professionals as well as outside specialized consultants who can meet with you personally. Our staff includes experienced Certified Public Accountants, Tax Professionals and Wealth Advisors who are dedicated to meeting your tax planning needs. Our multi-disciplinary approach ensures that you get the expertise of many professionals.
By understanding the Federal tax laws and New Hampshire’s Trust Code, as well as the relationship between them, we are able to help manage your tax liabilities.
As your tax advisors, our team can bridge the gap between your busy schedule and your reporting requirements, to give you a better overall tax strategy properly aligned with your goals.
