Jerry Jones CPA
Wouldn’t it be nice to have a CPA that you deal directly with, that understands your business, that works in all 50 states and is there for you when you need him?
“Jerry has been doing my individual taxes for the past 7 years. He must be doing OK since I haven’t been audited or had to pay any fines. In addition to my regular taxes, Jerry completed the final returns for my mother’s Living Trust in California. Before taking on this task Jerry let me know that he hadn’t handled a trust, especially in California for a long time. This required Jerry to make the extra effort to research and consult with a lawyer to successfully file the IRS and California returns and to close the financial requirements of the trust. I highly recommend Jerry’s services".
Leif L., Taxpayer

Estate and Trusts Accounting

Jerry provides the necessary expertise in accounting and estate administration. If you are an Estate or Trust attorney, or a private fiduciary, Jerry is there for you to prepare your court-required accountings.

Whether on an hourly basis, or for the entirety/duration of an estate, trust or other court-required accounting, Jerry will be there for you. Jerry does all his own work, no staff, no farming out of work. With 38 years in the business, Jerry is licensed (both Nevada and California), experienced and highly competent.

If you are having your paralegal prepare the accounting Jerry will be happy to review your product before submitting to the court.

Estate Accounting – What is Required?

Even if you do not owe a duty to provide an accounting to the court, you likely still owe a duty to provide an accounting to the beneficiaries. As the Executor, Administrator, Trustee, Conservator or Guardian you should be aware of the following responsibilities.

1) You are required to account for all assets, and receipts and disbursements, over which you are given responsibility
2) You are placed in a position of trust by the very nature of your appointment
3) You have a duty to the beneficiaries, conservatees, and minors, to protect the assets of the estate
4) As the “appointed” one, you have a duty to provide an accurate and timely accounting report, that might have to be approved by a court

Services Provided, But Not Inclusive:

1) Prepare Estate (706) tax returns
2) Prepare Trust (1041) tax returns
3) Prepare Gift (709) tax returns
4) Prepare final Income (1040) tax returns
5) Prepare accounting documents for estates, trusts, conservatorships and receiverships
6) Prepare court-required accounting, with attention to detail, accuracy and confidentiality

Please feel free to contact Jerry, either by phone or email, to discuss how I can help you with your responsibilities as an Executor, Administrator, Trustee, etc.

 

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