Fiduciary Accounting Services for Attorneys
Accounting for trusts and estates is a responsibility that must be cared for by an experienced and reliable fiduciary accountant. You can't afford to make a mistake when selecting your estate accountant so choose Marjorie L. Rand, CPA, P.C. We specialize in the preparation of fiduciary accountings for trusts, estates and guardianships with jurisdictions in New Jersey and New York.
Attorneys have placed their trust in us because we provide quality fiduciary court accountings in a timely, economical, and efficient manner. We don’t use standard fiduciary accounting software, rather we use our own customized templates to provide the clearest presentation possible. When you work with us, you'll be confident that the fiduciary accounting needs of executors and trustees are met with the highest level of professionalism and accuracy.
Work with a fiduciary accountant you can really trust, Marjorie L. Rand, CPA, P.C. Find out how we can assist with your estate and trust accounting needs by calling 732-805-1843 or requesting a consultation online now.
Fiduciary accounting services include:
- Record and allocate principal and income transactions in conformity with the UPIA
- Report the details of asset purchases and sales
- Present capital changes of marketable securities
- Calculate fiduciary commissions
- Calculate distributions to beneficiaries