ESTATE AND TRUST ACCOUNTING

ESTATE AND TRUST ACCOUNTING 2017-05-10T22:28:35+00:00

Court accounting (also known as trust or 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

Get In Touch

  • At Onisko & Scholz, LLP, we've been serving the accounting needs of Long Beach, CA and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.

    Please fill out this form and let us know how we can be of service. We will happily offer you a FREE initial consultation to determine how we can best serve you.

    Thank you for visiting. We look forward to working together!
 

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If you require a CPA that goes above and beyond in the areas of tax and accounting, please contact Onisko & Scholz today.