Federally Insured by NCUA

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Tax Planning and Preparation

Manage your money more efficiently with PrimeTrust’s expert tax planning and preparation services. 

Through a partnership with Muncie-based Certified Public Accountants Estep * Doctor & Company, PrimeTrust offers our business clients access to a full complement of effective, personalized tax management services, including:

  • Bookeeping / Financial Reporting
  • Financial Statement Preparation
  • Business Tax Return Preparation
  • Audits, Reviews, and Compilations
  • Financial Forecasts & Projections
  • Strategic Tax Plan Development
  • Sales Tax Services
  • IRS Representation

Contact the PrimeTrust Commercial Services team to learn more.

Phone: 765-289-2148
Email: info@primetrustcu.com

National Credit Union Administration     ESI

Your savings federally insured to at least $250,000 by the National Credit Union Administration (NCUA) and backed by the full faith and credit of the United States Government.

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