We Understand Fiduciary Tax Laws
Our tax and accounting professionals have many years of experience helping clients just like you. We work closely with investment advisors, attorneys, and other financial professionals so that we are able to develop a long-term estate plan that meets the individual needs of every client. We also stay current on tax law changes that affect estate and tax trust preparation.
Accounting Maxx is a simple fixed monthly price service which allows attorneys, probate executors, estate administrators, and trustees to obtain the necessary assistance with thier fiduciary responsibilities. It includes accounting and tax preparation services. We provide reports to beneficiaries, courts, and taxing authorities specific to federal and state laws. It allows for simple budgeting, tax planning, and court accountings.