Prospective Tax, Accounting & Financial Planning - Tallahassee Florida

Trust & Estate Accounting

Trust & Estate Fiduciary Accounting & Planning
We provide Trust & Estate Fiduciary Accounting. Proper tax planning and accounting is critical with Trust & Estate Fiduciary Accounting. Just as individuals file tax returns, so must Trusts & Estates. This being said, there are very significant, important, and impactful differences between returns filed by Trusts & Estates and those filed by individuals. We understand tax code and how it relates to Trust & Estate Fiduciary Accounting. 

If you are involved in administering a trust or estate that requires an official accounting of the activity for a year or other set period, we can prepare a fiduciary accounting, compliant with the Florida Uniform Principal and Income Act. The Florida Trust Code requires trustees to provide annual accountings to all “qualified beneficiaries” of the trust or estate. Accountings are also required when a trust terminates or when there has been a change in trustees.

Not only do we provide full service Trust & Estate Fiduciary Accounting, but we can also assist you with all of the questions you may have.

How Can We Help You? Contact Us Now.

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Tax & Financial Planning Services

Federal, State & Local Tax Preparation

Tax return preparation for individuals, businesses, trusts & estates

Personal Financial Planning

Budgeting, retirement planning, insurance evaluation, college planning

Tax consulting

Planning for tax related transactions, gifts and lifetime transfers, charitable giving

IRS Audit Response & Resolution

Representation before federal and state taxing authorities

Business Accounting Services

Bookkeeping, accounting assistance, Quickbooks accounting help

Trust & Estate Accounting

Detailed fiduciary accounting for trustees, personal representatives and beneficiaries

Prospective Tax & Financial Planning LLC

Contact Us | About | Services | Site Map

267 John Knox Rd., Ste 211
Tallahassee, FL 32303
Office 850-266-7661 | Cell 850-815-9291 | Fax 850-677-3730

Serving the needs of Businesses, Individuals, Trusts & Estates
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