OUR SERVICES
ACCOUNTING
- Court conformed Trust & Estate accounting
- Ongoing bookkeeping services for professional Fiduciaries
- Business bookkeeping for decedent's Estate
Tax Services
- Final Form 1040 tax return for decedent
- Trust & Estate Form 1041 tax returns
- Estate Form 706 tax returns
- Personal & business tax returns for fiduciaries & attorneys
Consulting
- Professional fiduciary small business management
- Best practices setup to manage ongoing Trusts & Estates
- Family member Trustee assistance & consulting