Randy is always available to assist with any questions or troubles that may be encountered with the IRS or California Franchise Tax Board. He has resolved matters and concerns we have encountered in the past, without delay.
How it all works.
Bookkeeping and tax return preparation are of utmost importance for trusts.
The trustee will need to maintain a proper accounting of how assets were distributed in case there was ever a question as to if the intentions of the trust were carried out.
If you are named as the trustee you need to act quickly to make certain the trust is functioning correctly.