(941) 637-0544

Accounting and tax preparation for Estates and Trust can be very involved. We often have to be concerned about the regulations of both federal and state governments. We work closely with those responsible for these entities to assure that the proper record keeping, accounting, and tax preparations procedures are applied.

We work directly with individuals, trust personnel, personal representatives, and with estate and trust attorneys, providing reports for the courts and accounting and tax services to assist them.