We provide fiduciary accounting services, money-saving tax strategies, and sound financial advice. For individuals who have been appointed as trustees and executors, our tax and accounting support enables them to fulfill their fiscal responsibilities for the trust or estate. When attorneys need a CPA firm they can refer clients to, we work behind the scenes as part of the estate planning process or as a key member of their estate and trust team to control tax liabilities, file tax returns, and prepare the fiduciary accountings.