
Complex
Common Law Trust
Tax and Accounting
At Porter White & Associates, we specialize in comprehensive trust account management and tax filing and preparation services tailored for individuals, businesses, and complex trust structures.
Our expertise includes:
• Trust tax filings (1041)
• Individual returns (1040)
• Business returns (1065, 1120, 1120-S)
• Nonprofit filings (990)
• UCC and 1099 processing
• Strategic tax planning and advisory
• Compliance oversight for statutory entities
For those seeking deeper literacy in trust and proper status. Whether you're navigating existing trusts or preparing to launch as an SPC or HDC, there is guidance available when you need to move forward with confidence.
For specialized support in Trust entity formation or trust consulting, please contact our trusted partner:
Shawn Rice & Associates
