CPA Consulting Services

In addition to training seminars and workshops, we offer the following one-on-one consulting services at reasonable hourly rates to assist you in preparing or administering an estate for yourself or a loved one in an efficient and cost-effective manner:

  • PERSONAL FINANCIAL INFORMATION ORGANIZATION AND ESTATE PLANNING

    • Consultation regarding gathering and organizing your personal financial information to have ready when the unexpected occurs or when meeting with an estate planning attorney and/or financial advisor regarding estate planning

  • ESTATE, TRUST, CONSERVATORSHIP, AND GUARDIANSHIP ADMINISTRATION

    • Consultation regarding administration of the entity, including contacting the court and/or the attorney and identifying critical due dates; asset identification for preparation of the beginning inventory; direction regarding preparation of required accountings; and suggestions regarding timing of distributions and closing out the entity

  • FIDUCIARY TAXES 

    • Consultation regarding the types of tax returns that may be needed, general issues related to each, and identification of possible critical due dates; advice regarding engagement of a tax professional to prepare any necessary tax returns

 

 

 

 

 

 

 

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