Trust & Estate Accounting
Trusts Accounting for Ocala, FL
As the trustee or executor of a trust or estate you have certain fiduciary obligations. Not only are you responsible for financial administration, but you are also accountable to third parties, including beneficiaries, and you will need to prepare detailed, high quality, and accurate financial statements.
Many fiduciaries (e.g., trustees and executors) do not have the specialized knowledge and expertise necessary to handle these types of financial matters, so they turn to a trusted accounting professional. It’s important to note, however, that not every accountant has experience with court accounting, probate accounting, conservatorship accounting, and trust and estate income tax preparation, all of which should be handled by a professional with in-depth experience. Please call us for trust & estate accounting services in Ocala, FL.
Here's What We Can Do For You:
• Prepare financial statements, schedules, summaries, reports of transactions, and asset allocation for interested parties including beneficiaries, probate court, and attorneys
• Prepare fiduciary accounting reports
• Prepare and file income tax returns (individuals, estates, and trusts)
• Set up an accounting system that complies with state and federal legal reporting requirements
Whether you need assistance with trust administration, estate administration, 1099 filing, trust and estate income tax returns, preparing fiduciary-related court documents, or have any other questions about tax and accounting matters, don’t hesitate to contact us.