Probate and Trust Accounting
Most estates are required to submit an accounting to a Probate Court.  Certain trusts must also account to a Probate Court or to other parties of interest.  We can help you with these accountings whether you are working with a complex or simple trust or estate.

For personal representatives of estates that will be open for several years, we have a system for preparing annual accountings to facilitate income tax preparation that can also be aggregated into one multi-year estate accounting for court filing purposes.

Fiduciary Income Tax Returns
Estates and trusts, other than certain revocable trusts, usually must file an income tax return.  For both estates and trusts, tax planning opportunities are available, and we can help.  for example, an estate usually can choose a fiscal year other than a calendar year, and the thoughtful selection of an optimal year-end often can save taxes.