We Make Accounting Easy
Accountings are complicated. Let us take care of it for you.
Prepared by a licensed fiduciary, we understand the complex process of conservatorship, trust, and estate accountings. We have had hundreds of accountings approved by the court and beneficiaries.
Accountings we Prepare
Conservatorship
Court-approved accountings for conservatorships, ensuring compliance with all legal requirements and transparent reporting to the court.
Estate and Trust
We prepare accountings that courts and professionals approve while at the same time easy for beneficiaries and non-professionals to understand.
VA
We prepare the forms and transaction log you need to file your VA Fiduciary accounting, ensuring everything is complete and accurate.
Process
Step 1 - Meet
We can meet virtually or in person to discuss your needs. During our meeting we sign the service agreement, receive documents, and outline the work that will be required and how long it will take.
Step 2 - Prepare
Our team meticulously organizes all financial records, reconciles accounts, and prepares detailed accounting statements in compliance with court requirements and fiduciary standards.
Step 3 - Review
We review the accountings with you to ensure accuracy, answer any questions, and make any necessary adjustments before finalization.
Step 4 - Submit
Once approved, we handle the submission process, filing with the court or distributing to beneficiaries as required, and provide ongoing support throughout the approval process.
Contact
Our Address
25 S Arizona Place
Suite 500
Chandler, AZ 85225