Trust and Estate Accounting

We have professionals on our team who are experienced in all aspects of trust and estate administration, including the accounting issues unique to trusts and estates. Our skilled advice is backed up by practical experience and insight to ensure that you, as an executor or trustee, are fulfilling your fiduciary duties in regard to appropriate accounting procedures. We can review the estate or trust documents to confirm the estate or trust is managed properly and the assets are properly accounted for.

We can prepare the accounting paperwork for you even if you are already working with an attorney to handle the administration of the estate or trust. We will work closely with your attorney to ensure that your estate or trust is being managed in a way that is most appropriate for your own unique circumstances.

Client Center

(Investments)

(Investments)

- Accounting Clients
- Tax Clients
- My Paycheck

(BOSS Accounting)

(BOSS Accounting)

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Using Your Client Organizer
How to Review My 1040
Using File Exchange
Remote Payroll

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La Crosse—608.782.0200 • Eau Claire—715.834.9512
Green Bay—920.434.2192 • Toll-Free—800.488.4032