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Fiduciary Accounting Services, LLC specializes in preparing accountings for Trusts, Estates and Conservatorships.
Our goal is to provide clients with high quality, accurate and cost-effective fiduciary accountings to support their role as Trustee, Executor or Conservator.
Accountings are prepared in accordance with the California Probate Code §§1060-1064 meeting all court requirements for filing, litigation and/or mediation.
We also act as consultants for Trustees, Executors and Conservators and their professional advisors.
Our Services
From fiduciary accounting to consulting, we provide the services you need to set up appropriate and complete financial records and reports.
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Our Experience
Our experience includes accounting for all types of assets: cash, investment securities, real estate, family limited partnerships and closely held businesses.
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Contact Information:
Fiduciary Accounting
Services, LLC
1620 School Street, Suite #102
Moraga, CA 94556.
Phone 925-377-5390
Fax 925-476-1404
Prinicipals:
Elaine Frazel
Heather Hamilton
A Non-CPA Firm
© 2009 Fiduciary Accounting Services, LLC
All rights reserved.
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