What We Do
We are a professional services firm of bookkeepers, accountants, CPAs, and tax professionals who help trustees reduce risk, boost efficiency, and increase flexibility.
1. Reduce Risk
Accurate and timely fiduciary accounting and recordkeeping is the best way to demonstrate that you were diligent in your duties as trustee. In conjunction with fiduciary accountancy, we can assist you in complying with complex tax requirements and filings.
2. Boost Efficiency
Spend your time providing advice and counsel. Outsource administrative tasks, reporting, and distribution processing to our team.
3. Increase Flexibility
Working with unique assets such as partnerships, real estate, insurance policies, loans, and promissory notes can be daunting. Our ability to work with any custodian(s) or investment advisor(s) you choose also sets us apart from many trust banks.
With services tailored for the individual trustee, our dedicated team is ready to support you. We have straightforward pricing for all trustee services, including the following:
- Principal and income accounting
- Beneficiary distributions and trust expenses
- Tax filings and payments
- Monthly reports for trustees
- Illiquid and unique asset administration