Services Designed for Fiduciary Needs
Each service addresses specific aspects of estate, trust, and succession accounting with the specialized knowledge these situations require.
Back to HomeHow We Can Help
Whether you're managing an estate, administering a trust, or planning for business succession, we offer specialized accounting support tailored to these unique requirements. Each service is designed to address the specific challenges and compliance needs you're facing.
Estate & Trust Accounting
Managing the specialized accounting requirements of estates and trusts with sensitivity and precision. We maintain fiduciary records, prepare accountings for beneficiaries, and ensure compliance with the governing documents.
Fiduciary Tax Preparation
Preparing income tax returns for estates and trusts in accordance with applicable regulations. We track distributable income, handle complex allocation between income and principal, and ensure timely filing. Each return is reviewed carefully before submission.
Succession Financial Planning Support
Providing the accounting perspective needed during business succession or estate transition planning. We model financial scenarios, prepare projected financial statements under different succession structures, and support the advisory team with reliable financial data. Our role is to ensure the numbers inform good decisions.
Why These Services Matter
Legal Compliance
Fiduciary responsibilities come with legal requirements for record-keeping, reporting, and tax compliance. Our services are designed to help you meet these obligations accurately and thoroughly.
Beneficiary Trust
Transparent, accurate accounting builds confidence with beneficiaries and demonstrates proper stewardship of the assets you're managing on their behalf.
Informed Decisions
Reliable financial data supports better decision-making, whether you're managing an ongoing trust, planning distributions, or navigating succession transitions.
Our Approach to Service
Each engagement begins with understanding your specific situation. We take time to learn about the governing documents, the current state of affairs, and what needs to be accomplished. This understanding guides our work and ensures we're addressing your actual needs rather than providing generic service.
Throughout our work together, we maintain clear communication. You'll know what we're doing, what we need from you, and where we are in the process. When questions arise or decisions are needed, we explain the considerations involved and help you understand the implications of different choices.
Our technical work is thorough and carefully documented. We maintain organized records, follow established procedures, and review our work before finalizing any deliverable. This attention to detail reflects our respect for the importance of accurate fiduciary accounting.
We're available to support you beyond the immediate deliverables. As questions arise, circumstances change, or new needs emerge, we're here to provide the ongoing accounting support that helps you fulfill your fiduciary responsibilities with confidence.
How to Choose the Right Service
Consider Your Current Needs
If you're currently administering an estate or trust and need help maintaining records and preparing accountings, our Estate & Trust Accounting service addresses those needs directly.
If you need to file tax returns for an estate or trust, our Fiduciary Tax Preparation service handles the specialized requirements of Form 1041 and related filings.
Think About Future Transitions
If you're planning for business succession or estate transition and need financial analysis to support decision-making, our Succession Financial Planning Support provides the accounting perspective you need.
Many clients benefit from multiple services as their needs evolve over time. We're happy to discuss which services make sense for your particular situation.
What You Can Expect
Initial Consultation
We begin with a conversation about your situation and needs. This helps us understand what you're facing and determine if our services are a good fit. There's no obligation—just an opportunity to discuss your circumstances and explore whether we can help.
Clear Engagement Terms
Before beginning work, we'll provide clear information about what the service includes, what we'll need from you, the timeline for completion, and the investment involved. You'll know what to expect before making any commitment.
Organized Process
We follow established procedures designed to produce accurate, complete work. You'll receive regular updates on progress, and we'll let you know promptly if we need additional information or encounter any issues that require your attention.
Ongoing Support
Our relationship doesn't end when we deliver the work. We're available to answer questions, address concerns, and provide additional support as your needs continue or evolve. You're working with people who understand your situation and are committed to helping you succeed in your fiduciary responsibilities.
Ready to Discuss Your Needs?
Whether you need immediate accounting support or you're exploring your options for the future, we're here to have a conversation about how we might help. Reach out and we'll schedule a time to discuss your situation.
Get in Touch