Estate Administration Accounting Support

1. Provided comprehensive accounting support for a highly contested $20+ million estate with complex business, real estate, and trust holdings. This engagement involved full-service bookkeeping, preparation of surrogate court estate accounting filings in New York State, and completion of Federal Form 1041, Federal Form 706, and NY State Form ET-706.

2. Over several years of estate administration, we delivered cost-effective and accurate informal accounting reports, coordinated with external valuation experts for business and real estate assessments, and navigated a contentious legal dispute among beneficiaries. Our meticulous management of accounting records enabled timely completion of all filings and provided attorneys with critical insights to support legal proceedings.