We help protect and maintain appropriate financial boundaries with specialized trust accounting services.
While attorneys generally handle client trust accounts, trust accounting is a specialized field that requires adherence to court requirements. Our firm’s estate tax accountants and trust tax accountants are well-versed in court requirements and is adept at handling the affairs necessary to protect your estate.
Our trust accounting services include:
- Tracking of all deposits and disbursements made through each trust account
- Creating a detailed report that notes every monetary transaction
- Monthly reconciliation of the trust accounts
- Formal trust accountings for the court
Give us a call today at 530-666-6671 if you need a knowledgeable, trustworthy advocate and estate tax accountant on your side.