About Us
Specialized expertise. Dedicated service. 100% California focused.
Built for Attorneys and Fiduciaries
General accounting and tax preparation are entirely different languages from fiduciary accounting. While a standard CPA focuses on IRS compliance, a fiduciary accountant focuses on the Uniform Principal and Income Act and local probate court formatting requirements.
With over 100+ formal accounting reports successfully prepared, we understand exactly what California probate examiners and beneficiary attorneys are looking for.
Dedicated Fiduciary & Forensic Qualifications
Our practice is led by professionals holding a Bachelor in Accounting Major and Business Law, with specialized expertise in Forensic Accounting and California court accounting compliance.
Every ledger is analyzed with the rigor required by California Probate Code §§ 1060–1064. We build closed double-entry reconciliations from primary bank and brokerage statements, reconciling carry values to filed Inventories & Appraisals (DE-160/161) and categorizing every transaction to eliminate the variances that trigger probate examiner notes.
Practice Contact: accountant@cafiduciaryaccounting.com
Why Partner With Us?
Extensive Experience
Over 100 complex estate and trust accountings completed.
California Court Standards
Strict adherence to local formatting requirements to pass examiner review.
Attorney Collaboration
Seamless integration with your legal team and process.