AMG National Trust Bank, uniquely structured to meet the personal and professional needs of business owners, helps you navigate the challenges of running a business while maintaining your personal financial security. Whether you need access to liquidity, treasury management services, qualified retirement plan administration, tax planning, investment management expertise, business succession planning or advice on how to handle a concentrated stock position, AMG National Trust Bank can customize a solution that meets your needs.
By maintaining a comprehensive view of your financial picture and immediate access to financial data, AMG has the insight to help you make informed tax decisions that enhance your financial security and success. Tax planning and preparation in one place saves you time, allows for more effective tax planning, and can save you money.
AMG’s tax department prepares federal, state and local income tax returns, in addition to gift and estate tax returns. We also prepare tax returns for trusts, private foundations, businesses and partnerships. Finally, the tax department can help you streamline household and small-business bookkeeping and bill payment.