Welcome

We are extremely proud of the high-quality fiduciary accounting and compliance services that our firm provides and we would like to offer them to you and your firm.

We are a T&E Attorney/CPA and a CPA team that has almost 50 years of combined experience in fiduciary accounting, fiduciary tax compliance and fiduciary court filings.

While our staff is capable of handling the settlement of an estate from start to finish, we are more than willing to take on any of the specific tasks that your firm would like us to complete.

In addition to the settlement of estates, we are experienced in providing fiduciary accounting and tax compliance services for conservatorships, guardianships and trusts of any type.

Our goal is to provide you and your clients with the highest level of professional service; as cost effectively as possible.

Let us help you work less and increase your profitability!

Please call us at your earliest convenience for further information or to schedule an appointment. While we have two client conference locations, we are more than willing to come to your office.