Investment Trust Company

Thomson Reuters Tax & Accounting Resources, Testimonials, Trust Tax Testimonials December 12, 2012

“Prior to partnering with Thomson Reuters all tax functions were handled on an in-house basis. We maintained a professional staff including an individual with a CPA and advanced degree in taxation. This individual was supplemented with in-house operational employees who worked on taxes during peak periods. We also employed the advisory services of a local outside CPA firm. We provided solid tax services but found that our costs were high and the draw on firm resources significant. “From a cost perspective, and because of this resource drain that limited our staff from performing their primary competencies, we decided to explore the option of outsourcing our fiduciary tax functions.”

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Investment Trust Company

Financial Services/Wealth Management