Fiduciary Accounting Services for Attorneys

fiduciary accounting services

Accurate accountings are essential to the proper management of a trust or estate but, as an attorney, numbers are not your expertise. Trying to keep up with the fiduciary accounting responsibilities of your clients is probably not practical or even possible without the assistance of a qualified accountant. If you’re working with a client who is responsible for administering a trust, acting as a guardian, or is the executor of an estate, Urbach & Avraham, CPAs can handle all your fiduciary accounting needs. We’ll operate behind the scenes to help you meet the challenge of tracking these complex financial transactions with our reliable fiduciary accounting services for attorneys.

From calculating distributions for beneficiaries to estate tax return preparation, attorneys in New Jersey rely on us to manage the financial side of trusts and estates for their clients. We use specialized software to prepare accountings that are in compliance with current probate guidelines and meet all court requirements. With us on your team, you’ll have more time to meet with clients for billable hours and you won’t have to worry about the numbers.

To learn more about how you can outsource your fiduciary accounting to Urbach & Avraham, CPAs, call us at 732-777-1158 or request your consultation online now.

Fiduciary accounting services:

  • Prepare fiduciary and court accountings for estates, trusts, conservatorships
  • Allocate assets and transactions for beneficiaries
  • Tax planning to minimize taxes for an estate, trust or beneficiary
  • Calculate fiduciary commissions
  • Prepare estate tax returns
  • Classify receipts and disbursements for tax and accounting purposes