Fidats.Com

Fiduciary Accounting & Tax Services for Trustees, Executors, CPAs and Attorneys. We prepare court format Trust and Estate accounting reports and Tax returns at a competitive price. We provide accounting services for Estates (with or without probate) and Trusts (including living trusts). Our specialized software allows us to efficiently inventory assets, maintain a complete updated record of all transactions and prepare customized accounting reports for any period related to recorded data. Our accounting follow formats requirements of different state probate codes, including California. We can track all income and any changes to assets: sale of real estate and of securities, funds reinvestment, disbursements, distributions to beneficiaries (of assets or net income), assets and income on hand at the end of a period, cost basis and market value, calculate alternate value of securities, and much more. We can help you determine amounts & assets for funding a trust and amount of net income available for distribution. Estate and Trusts assets can be included in the initial or supplemental inventory at any time before the inventory is issued. Assets can be inventoried as of DOD, alternate date or at the date a trust was funded. We excel in bringing accounting up to date for periods of 3 to 10 years in a timely manner at reasonable cost. Once data has been recorded we can export data into our tax software to prepare the returns for Estates and Trusts, thus a saving on the cost of tax preparation for your client.