We are accounting firm, specialized in fiduciary accounting services for Trusts, Estates, and Conservatorships. We are partnering with attorneys, individual trustees, private professional fiduciaries, and financial institutions to document and reporting the activities of a Trust, Estate, or Conservatorship.
Track
We work with you to identify and gather all relevant and required financial information necessary for reporting as well as the ongoing administration of your trust, estate, or conservatorship. We provide a means of managing and organizing such information so that it is readily available to all appropriate parties.
Document
Through our proven methodology, we transform volumes of financial transactions into concise information, meeting all state probate code requirements. We apply our experience to understand and address the needs of your unique case.
Overview
We are two accounting professionals that joined forces to form a CPA firm dedicated to meet the needs of today's small businesses in a highly competitive and complicated marketplace. Our goal is to create a dynamic, client-oriented accounting and consulting firm that can be responsive and cost competitive.
As a client-oriented firm, we believe in providing services with care, because our clients are our most valuable asset. We thrive to serve our client by being timely, attentive, considerate and thorough. We are here to help you in making decisions and to keep you ahead in your business and professional life.
We are not your common stereotypical CPA firm.
Our accounting professionals have more than 20 years of experience in the accounting industry; serving private in managerial positions for mid-size firms to large CPA firms. We have served clients in diverse markets from medical center practice, IT government contractors, retail, construction, manufacturing, real estate, non profit organizations, wealth management, and law firms.
Our Services
Working with Estate Fiduciaries
We assist executors, conservators, trustees, etc. with court accounting and other fiduciary reporting requirements.
We can also prepare final tax returns for the decedent, inheritance, and other tax returns associated with the estate. Meet all of your fiduciary requirements with the assistance of a CPA firm.
Attorney Partnering Program
Provides fiduciary accounting outsource services to boutique law firms. We help in generating effective court accounting reports and other fiduciary reports.
By outsourcing the accounting work to us, you can go back to navigating the legal aspects of the fiduciary processes with ease. Law firms free up their staff to focus on more profitable and less tedious tasks. Because you know you have a CPA on your team!
Hear from Our Clients
Don
Tanning Spa & Retail Store
Good methodology in solving problems.
Creative and independent in custom designing system that works for us
Alex
Mid-size Law Firm
Personable and cares about clients.
John
CPA Firm in Springfield
We are your partner in delivering solutions to accounting challenges and meeting your fiduciary responsibilities
Balancing Acct CPA is a specialized accounting firm that partners with trustees, attorneys, financial institutions and others with fiduciary accounting needs. Our singular objective is to be the premier provider of accounting for trusts, estates, and conservatorships DC-MD-VA wide.
Since our inception, we've been meeting the challenge of tracking and documenting complicated financial transactions into a simple, straightforward process - providing you with actionable information. Regardless of your situation, our final reporting will fulfill all legal requirements and fiduciary responsibilities.