Fiduciary Accounting

At Agility Legal Solutions we provide comprehensive fiduciary accounting services.  A fiduciary is someone that has been appointed either by a court proceeding or another method to be responsible for a person's well being and/or finances.  It is our goal to be the premier provider of fiduciary accounting services throughout the U.S.  Accurate and timely accounting is not something that happens by happenstance.  Accurate records must be collected, maintained, and reported to beneficiaries as well as courts for guardianships, conservatorships, trusts, and probate proceedings.  It is not only about obtaining the correct legal representation when you are working with an estate or trust handling the finances is equally as important.  We offer everything you need to remain in compliance with federal as well as state legal, accounting, and tax rules so that you can focus on other aspects of legal proceedings, trust administration, and probate administration.  For more information, feel free to contact us. We are most willing to provide prompt and friendly assistance.

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Accounting and Tax Services

Browse our accounting and tax services below

Trust Accounting for Attorneys

When working with clients it is more than enough to keep track of the legal process.  Let us keep track of your client trust account for you.

Tax Preparation for Solo and Small Firms

As a small business you need to know that your taxes are being prepared by someone who understands the nuances of legal billing and trust accounting.  

Estate Accounting 

Whether you are an administrator appointed by a court, an executor appointed by someone's Last Will and Testament, or a Living Trust document it is important to properly account for estate assets.  Let us work our magic and handle your trust or estate accounting for you.

706, 709, and 1041 Tax Preparation

Once someone passes away they cease to exist as a person for tax purposes.  Their estate may be required to pay Gift Taxes, Estate Taxes, and/or Income Taxes.  We can take the headache out of this process and file federal as well as state tax returns on your behalf.

Estate Settlement

Do you need to value assets, determine debts that need to be paid, or make final distribution to beneficiaries.  We can provide a seamless process for handling all of your estate settlement needs.

Decedent Last Income Tax Preparation

The last personal income tax return may need to be filed by the executor or administrator of an estate.  If you are required to file a tax return it is essential that you accurately and timely file the return.

Service Prices

Compare our price list and find the best fit for you.

Accounting Service

$2400

Starting At

Annual Charge

Track Income and Expenses

Track Assets and Liabilities

Valuation of Assets

Monthly Reporting 

And More

Get Started Today

Estate Settlement

$850

Starting At

One Time Charge

Track Income and Expenses

Track Assets and Liabilities

Make Distributions to Beneficiaries

Final Reporting

And More

Get Started Today

Tax Service

$400

Starting At

One Time Charge

Estate Tax Return Preparation

Gift Tax Return Preparation

Income Tax Return Preparation

Bookkeeping*

And More

Get Started Today

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