About Us
Specialized expertise. Dedicated service. 100% California focused.
Built for Attorneys and Fiduciaries
General accounting and tax preparation are entirely different languages from fiduciary accounting. While a standard CPA focuses on IRS compliance, a fiduciary accountant focuses on the Uniform Principal and Income Act and local probate court formatting requirements.
With over 100+ formal accounting reports successfully prepared, we understand exactly what California probate examiners and beneficiary attorneys are looking for.
The Solo Advantage
As a specialized solo practice, you are never handed off to a junior bookkeeper. Every ledger is meticulously analyzed, reconciled, and formatted by a dedicated expert. This ensures an unmatched level of quality control and direct, clear communication.
Why Partner With Us?
Extensive Experience
Over 100 complex estate and trust accountings completed.
California Court Standards
Strict adherence to local formatting requirements to pass examiner review.
Attorney Collaboration
Seamless integration with your legal team and process.