Do you find yourself needing to complete a fiduciary accounting but avoiding it because of the minutia of putting it together?
Does your client have in-home care but you aren’t sure if they should be on payroll or issued a 1099?
Do you need to prepare 1041 income tax returns but don’t have the experience or software to complete the task?
The role of a trustee, executor or conservator is complex, multi-faceted and comes with a lot of liability. You can rely on experts in the industry to help you complete the job in a timely, complete and thorough manner.
Helping your clients on the tasks that you enjoy and outsourcing the tasks you do not enjoy
The relief from relying on an expert for payroll, tax preparation and accounting
Being able to save your client money by outsourcing many of these activities at a lower bill rate than yours
Services for Fiduciaries
All state returns
Payroll for in-home care
Final decedent returns
Are you ready to build a partnership with someone you can rely on for fiduciary accounting, payroll and tax preparation? If yes, CONTACT US or CALL (707) 544-0606 today.
CONTACT US TODAY
We prepare accurate, timely and professional fiduciary accountings on behalf of trustees and executors. Call (707) 544-0606.