A fiduciary accounting is a comprehensive report of the activity within a trust, estate, or conservatorship during a specific time period. Usually trustees are required or court ordered to provide an accounting annually, at the termination of the trust or when there is a change of trustee.
DAK-Tax professionals have extensive experience in fiduciary accounting with estates and trusts specifically supplemental needs trusts. We understand the importance of memorializing transactions. We provide you with a detailed report of all income, expenses, and distributions from the trust annually. Our professionals enter and review transactions on a monthly or quarterly basis.