If you are in charge of an irrevocable, revocable, or grantor trust, a special needs trust, or any other types of trusts or a recent estate, let us guide you and help you with the required trust accounting, and compliance. Together we can determine which level of services you need.
Trust, Estate, or Gift Tax Compliance
We are current on all tax laws and regulations to insure our advice and compliance are aligned to the best possible tax scenarios allowed by law. Tax minimization is our goal. We also handle all IRS or state correspondence with decades of experience, including tax compromises and installment plans.
File with drop-off or mail. Drop-off or mail us your tax documents to either our Michigan or Florida office, or wait while we scan them.
File without a visit. Can’t come to our office? Upload your tax docs and we’ll do the rest.
Monthly or Weekly Fiduciary Trust Accounting
As your Trust accountant we can keep your trust records accurate and timely so you can determine the best time and amounts for distributions to beneficiaries. We keep your books on the cloud so you can see your cash and investment positions on any day just by logging into your account. We have much experience in guiding trustees and executors through the required fiduciary processes and duties.
Trustee, Executor, or Assistant
We know how complicated and convoluted the probate estate system can be to those not experienced with this red tape. We can either be your trustee, executor, or your assistant to help you through the steps to complete your role as a fiduciary to your trust or estate. Just provide your trust document, any amendments, and/or your will and we will draw up a plan of action, taking responsibilities from you as you request. These steps include an assets and liabilities listing, trust accounting, paying trust and estate expenses, distribution calculations and payments, as well as the tax return compliance. We are here every step of the way.