A qualified CPA is always a team player with a trustee. The interpretation of the accounting rules in trusts and definition of income is different than in the tax law. So it is imperative to have a CPA that understands both Trust law and rules and the IRS and FTB laws and rules. It is also important to have a CPA that understands the “accountings” that are required as part of the Probate Code to be given to the court and/or the beneficiaries.
Daniells Phillips Vaughan & Bock, CPA’s – Serving clients for more than 55 years, we are best known for our non-traditional approach to services in accounting, tax and strategic business planning. With the highest level of customer service, we have been helping clients plan, build and preserve their businesses in pursuit of success.
At Daniells Phillips Vaughan & Bock, we approach your needs as a team of professionals with diversified skills. Diversity means taking care of your needs, big and small. Our team members are passionate about what they do. And it shows. We help you maximize your potential and approach change with confidence. www.dpvb.com
Fisher, Keathley & Ross, LLP is a premiere tax and accounting firm located in the California central valley and is committed to providing superior service to their clients. The firm’s professional staff includes more than 65 years of combined CPA experience, allowing the depth of resources to meet the challenges faced by their clients. The firm’s forward thinking attitude keeps them on the cutting edge of technology, including research tools used to track law changes and documentation tools to ensure efficient delivery of products to clients.
On our website, you will find information about Fisher, Keathley & Ross, LLP, including our list of services. We have also provided you with online resources to assist in the tax process and financial decision-making. These tools include downloadable tax forms and publications, financial calculators, news and links to other useful sites. Whether you are an individual or business in or around central California, Fisher, Keathley & Ross, LLP has years of valuable experience assisting professionals with their accounting needs. www.fkrcpas.com
Weaver & Company, CPA is owned by Novena Weaver, CPA. Novena’s practice is largely centered on providing Trust tax returns and trust tax planning. She also prepares trust accountings for trustees, the court and beneficiaries. She serves as a trustee for a few trusts.