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Tax Preparation

Count on our experience, no matter what your tax challenges are.

You can experience some solid benefits when Rockland Trust is your tax preparer. First of all, there's convenience, especially if you're an IMG client: Your year-end statements transfer seamlessly to our Tax Preparation department.

Then, there's knowledge: Our preparers intimately understand the taxation consequences of your investments.

Finally, there's our wide-ranging experience. Rockland Trust prepares hundreds of returns for individuals, families, and non-profits. Our complete filing services include:

  • Estate tax return filing for executors 706 and M706
  • Non-profit return filing for 990PF
  • Fiduciary returns
  • Quarterly estimates

We have been providing tax services for decades. Our preparers have over 20 years of experience preparing taxes and are IRS-enrolled agents. Whether you are an Investment Management Group client or are looking for a high-quality tax preparer, we can provide thorough, accurate, and timely tax preparation.

Contact IMG:


- Fill out our contact form

- Find an Investment Office