Often accountings for estates and trusts need to be done quickly. Finding qualified and affordable
help on short notice is difficult.
Usually the trustee or the administrator does not have the software to prepare
the accountings efficiently and correctly.
Now there is a solution – Indevia!
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Our estates and trusts accounting services include: |
- Setting up beginning assets and liabilities.
- Recording all transactions and distributions to beneficiaries.
- We will perform any related bookkeeping functions such as bank
reconciliations.
- Our reports are in a format acceptable to California Probate Courts. We can
provide reports for other states as well.
- We also prepare income tax returns for estates and trusts, and their beneficiaries.
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Excellent turnaround time.
We start working on your project the day we receive it. If necessary and if the
project can be divided into independent modules, we can put more than one person
on the job. If it is at all feasible we will meet your deadline.
Pricing
Since there are large variations in the scope of fiduciary accounting work, we can
only quote by the hour. We charge $25/hr. For reoccurring accountings we can establish a fixed price after the first accounting.
For immediate response:
Send an email to dev@indevia.com or call 888-9INDEVIA (946-3384). We know
time is of the essence.
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