Fiduciary Accounting for Executors,Trustees, Guardians

fiduciary accounting services

Being appointed as the executor of a trust or estate comes with weighty fiduciary responsibilities. This role requires specialized fiduciary accounting to track incoming and outgoing transactions as well as reporting for beneficiaries. The assistance of a CPA or accountant that’s experienced in fiduciary accounting and estate tax planning is essential. At Urbach & Avraham, CPAs, our estate and trust team is dedicated to supporting individuals managing estates, trusts, guardians, and conservatorships.

You can rely on us to prepare all of your fiduciary and court accountings using special software that is compliant with all New Jersey court requirements. We also prepare all estate, trust, and inheritance tax return filings. With our personal attention and sound guidance you’ll have the confidence to prudently manage funds and the resources to keep beneficiaries properly informed.

To learn more about our fiduciary accounting services, call us today at 732-777-1158 or request a consultation online now.

Fiduciary accounting services:

  • Prepare fiduciary and court accountings for estates, trusts, conservatorships, guardians
  • 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