Our CPA firm stands ready to assist trustees, executors, beneficiaries and attorneys in their trust accounting and trust taxation needs. We can help trustees in their application of the principal and income act as well as other information of use to their often once in a lifetime fiduciary role. Although attorneys often waive the trust accounting requirement we will be happy to discuss the possible pitfalls and offer a quote on doing a trust accounting in a court acceptable format. Once we have done the trust accounting we can smoothly move ahead to prepare the trust and estate taxation forms such as IRS forms 1041 and 706.
