Learn More › Trust & Estate Tax Services

We are
A Trusted Fiduciary Resource

Whether you are an attorney managing trust relationships or an individual dealing with the inheritance of an estate, WorthTax can provide you with the quality tax services you need. Our comprehensive services and benefits include:

  • Competitive Pricing to minimize fees without sacrificing quality
  • Triple Check process to ensure accuracy and peace of mind
  • $250 Cash Bonus* paid for every three referrals you send us
  • $50 American Express Gift Card* given to each new client
  • One Source Financial Center to help you plan and assess your financial needs
* See Client Discounts page for details.

With our trust and estate specialists' years of experience behind you, we will complete your tax return both efficiently and accurately.

Getting Started
To learn more, please call Tom Holmes at (781) 849-7200 or email him at thomas.holmes@worthtax.com.

Feel Free to
Contact Us

WorthTax Headquarters
Two Adams Place Suite 100
Quincy, MA 02169
T 781.849.7200
F 781.849.1616
E contactus@worthtax.com

Please refer to our locations page for information and directions to each of our locations.