Estate & Trusts

Our Services Include:

Financial Statement Preparation

We can assist you with financial statement preparations for reviews, compilations, and agreed upon services as required by your financial institution, bonding company or outside agencies. We tailor our services to provide you with statements to satisfy your compliance requirements as needed.

Estate and Trust Planning and Tax Preparation

Being appointed an executor or administrator of an estate or trust can be challenging. We work with you and your attorney to provide accounting services and prepare the required tax filings. We assist you to simplify and clarify the process for the benefit of the beneficiaries.