Fiduciary Accounting Services, LLC is the premier provider of fiduciary accounting for Trusts, Estates, and Conservatorships in California. We are a specialized accounting firm, partnering with individual trustees, attorneys, private professional fiduciaries, and financial institutions to document the activities of a Trust, Estate, or Conservatorship.
Our firm has built a strong reputation in California as an extremely knowledgeable team. We focus on helping our clients present a quality accounting, reflective of responsible administration, while significantly reducing the time and effort to produce the accounting. We understand the value of accurate and timely reporting.
Our firm has built a strong reputation in California as an extremely knowledgeable team. We focus on helping our clients present a quality accounting, reflective of responsible administration, while significantly reducing the time and effort to produce the accounting. We understand the value of accurate and timely reporting.
Services
We are your partner in delivering solutions to accounting challenges and meeting your fiduciary responsibilities. Since our inception in 2007, FAS has met the challenge of tracking and documenting complicated financial transactions into a simple, straightforward process - providing you with actionable information.
Our vision is to provide expertise, support, and peace of mind for all those with fiduciary responsibility. Fiduciary Accounting Services, LLC serves fiduciaries and their advisors by providing an accounting narrative that is understood by all, employing a consultative and proven methodology, and delivering unparalleled expertise in fiduciary accounting.
We understand this can be a stressful and potentially overwhelming process. FAS will work with you to seamlessly navigate this process, ensuring that all required information is gathered and ultimately presented in a full and accurate account of the activity under your responsibility for discussion with your counsel or other third parties.
The Fiduciary Handbook, co-authored by Managing Principal of Fiduciary Accounting Services, Heather Hamilton, is the only complete guide to preparing accountings acceptable to the court. This checklist is intended as a guide for collecting the required information to ensure your accounting is complete and accurate.
A fiduciary accounting is a comprehensive report of the activity within a trust, estate, or conservatorship that is prepared in accordance with the California Probate Code. A fiduciary accounting will provide a detailed narrative of the administration of a trust, estate, or conservatorship for a specific time period.
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Stacie N.
Dec 16, 2018
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