As an executor or trustee you are considered the Fiduciary. The Fiduciary is obligated to account for all assets, expenses and other financial matters related to the estate or trust. Michael and Company, CPA is an estate and trust CPA firm that is well equipped to handle accounting matters and prepare fiduciary accountings for estates, trusts, guardianships, conservatorships and more.
In our experience, accounts can include a wide range of assets including cash, real estate holdings, family limited partnerships, businesses and investments. It’s critical that you have a financial professional who understands how to manage these assets to preserve principle and generate income.
By outsourcing your fiduciary accounting needs to us, not only will we ensure the accountings are in compliance with the probate guidelines set by the governing state, but we will also ensure they are prepared in such a ways as to meet all the court requirements.
We understand how time consuming administration of the conditions set forth in the governing documents can be. With our assistance you will have more time to manage the trust, meet with clients, report to beneficiaries, manage investments and more.
Let us know how our estate and trust CPA firm can help you with your trust and estate planning, fiduciary accounting and tax planning needs in Fresno, Bakersfield and San Jose. Call us today at 1-877-71-TAXES and ask for Bassim Michael, CPA to arrange a free consultation.