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Specializing in the administration and taxation of trusts and estates. We are a full-service Trust and Estate Accounting firm licensed in CA. We are affordable, experienced, and friendly. We exist to provide accurate plans and tax returns giving you more money to save or spend. When death occurs we assist resolving sensitive administrative and financial matters.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
2 - 9
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Year founded
Founded 1962
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