Estate and trust accounting, also known as Court accounting and fiduciary accounting, is a very specialized service and requires extensive experience. It must be prepared in a specific format. It is strictly mandated by UPIA (Uniform Principal and Income Act), and requires a great level of detail. The format varies greatly from standard financial statement preparation. We ensure that the guidelines of the UPIA are met. Our firm has extensive experience in this area, and has been preparing these accountings for many years.
Our client’s typically include conservators, fiduciaries, trustees, and lawyers. The accountings we prepare are typically for probate, trusts, conservatorships, and guardianships.
3 reasons you should give us a try:
Extensive experience = Quality product
Boutique firm = Competitive rates
Excellent communication = Get what you want, how you want it!
Our office is located in Long Beach, CA but thanks to technology we are able to service clients all over California. Call us today! 562-420-3100.
Are you in need of a corporate trustee or professional fiduciary? We have a network of professionals we work with on a regular basis and can analyze your situation and introduce you to the best fit.
CPAs 20 + Years of Experience – California Probate Accounting, Trust Accounting, Estate Accounting, Court Accounting, Estate Tax Return, Fiduciary Accounting