Our focus is upon fiduciary accountings for guardianships, probate estates, and trusts. As such we are sensitive a proper accounting and reporting system is a key pillar in all successful administrations. We assist you in understanding information frequently requested, necessary information to report to governing agencies, assembly of supporting documents, and helping you discern fact from fiction about related administration expenditures.
There are times while discussing financial matters when legal questions arise. In such cases, we can directly connect you to a legal professional of Crest Key. Our accounting and legal professionals demonstrate our holistic approach to assisting you.
If you are a personal client, and if you like, we are happy to help with accounting services for your small businesses toward tax preparation.
A properly prepared accounting precedes a properly prepared Fiduciary Income Tax Return (From 1041) preparation. The reason is administration expenses in probate estates and trust administrations are typically not reported by third-parties.