Do you prepare conservatorship accountings on GC-400 and GC-405 forms?

Yes. We prepare the full schedule set and keep the books month to month between filings, so the accounting comes out of maintained records instead of a reconstruction.

Can you take over an accounting where no records were kept?

Yes. We reconstruct the prior period from statements and source documents, then pick up monthly work from there.

Do you work with trustees who need an accounting for beneficiaries?

Yes. Receipts and disbursements split between principal and income, assets and liabilities at period end, trustee compensation, and agents hired.

Do you handle fiduciary accounting for professional fiduciaries with several matters?

Yes. The same fiduciary bookkeeping runs across a whole caseload, so conservatorships, trusts, and estates each produce their accounting from maintained records.

Do you work with estate planning attorneys?

Yes. Attorneys refer the accounting work when a matter needs schedules built and records kept, and handle the filing and the legal side themselves.

Do you take clients outside Los Angeles?

Yes. Orange County, San Francisco, all of California, and clients nationwide.

What does a court accounting cost?

It depends on whether records were kept during the period. A matter with categorized transactions is a sorting exercise. A matter with two years of bank statements is a reconstruction, and that is where the hours go. Reach out with the period and the asset mix for an estimate.

Do you prepare the Form 1041 as well?

We keep the books that support it from the same data. The return itself is prepared by the CPA on the matter.

*Bookkeeping services only. Not legal or tax advice.*