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Fiduciary Accounting

The probate process is cumbersome, intrusive, and above all very expensive. An estate can take anywhere from nine months to several years to close.  We work closely with estate and elder law attorneys to ensure a seamless and cost-effective process.


·         Inventory Preparation

·         Compilation of Annual Accounts

·         Distribution Analysis

·         Audit Exception Resolution


Tax Compliance Services


·         Due diligence to protect fiduciaries from ward's or decedent's income tax liability

·         Preparation of decedent's delinquent and final income tax returns

·         Preparation of estate and trust income tax returns

·         Representation before Internal Revenue Service and State Taxing Authorities


Forensic and Litigation Services


·         Forensic Accounting

·         Litigation Consultant

·         Serve as Expert Witness