We are a cost-effective alternative for attorneys and law firms that don't have a full time estate and trust staff. Our experience in fiduciary accounting, tax compliance for estates and trusts, estate planning and administration and gift tax planning, makes us a valuable resource for your firm.

We can assist you behind the scenes with the estate planning process or serve as a key member of your estate and trust team. We're available if you encounter a complex estate situation that requires expert tax planning and estate planning strategies. With our guidance and support, we'll help you ensure your client is well protected.

Some of the services we offer include:

Let us know how our Dallas CPA firm can help you with your trust and estate accounting and tax planning needs. Call us today at 214-696-1922 and ask for Mark Patten to arrange a consultation.