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Trustees, Executors and their advisors face unique accounting and tax challenges
Service offerings focused on the needs of trustees, executors and the attorneys that serve them, including:
Preparation of fiduciary accounting and reporting for beneficiaries or state Surrogate's Courts
Preparation of trust, gift, estate, and inheritance tax returns
Trust-focused strategic tax planning
Estate and legacy planning and analysis
Consulting and litigation support
Independent Trustee and Executor Services
Trust Protector and Advisor Services
Trustees, Executors and their advisors face unique accounting and tax challenges
Service offerings focused on the needs of trustees, executors and the attorneys that serve them, including:
Preparation of fiduciary accounting and reporting for beneficiaries or state Surrogate's Courts
Preparation of trust, gift estate and inheritance tax returns
Trust-focused strategic tax planning
Estate and legacy planning and strategic analysis
Consulting and litigation support
Services for Law Firms
Law Firms face their own unique accounting challenges, that most attorneys never truly learn to handle and most accountants are unequipped to assist with, including:
Matter-based billing, whether it is on a time and expenses, flat fee or contingency basis
Client retainer management and replenishment
Advanced client costs and hard/soft cost allocations
Lawyer Trust account management, including separation of funds, three-way match and reconciliation
Partner, of counsel and associate compensation modeling
Depending on their firm, partners face their own tax-related challenges, such as multi-state composite tax returns, self-employment tax, estimated payments and foreign income reporting.
I have worked with hundreds of firms and their partners in managing their accounting and tax needs and offer services designed for your firm's specific needs:
Outsourced CFO Services to maximize firm profitability and cash flow
Controllership to ensure all billings and costs are properly captured and that you have accurate financial reports to make critical decisions
Development of compensation models to retain and attract top attorneys
Tax planning and preparation focused on the key issues that you face in your firm
Read my Virtual Firm Pledge
Not a lawyer or law firm owner? Don't worry, I offer services designed for individuals too:
Personal CFO
Tax Planning and Preparation
Financial Coaching
Learn More about Kevin P. Ellis, CPA, CCFC
Kevin is a New York-based certified public accountant with over fifteen years of experience assisting individuals, trustees, executors, law firms and their partners.
He has worked with attorneys representing executors, trustees and individuals with powers of attorney to prepare fiduciary accountings for submission to beneficiaries and before state courts.
He has assisted attorneys, executors and trustees in complex tax planning and preparation surrounding trusts, estates and gifting strategies.
He has helped small and mid-sized law firms and their partners increase cash flow, streamline financial processes within their firms and manage their taxes.
Kevin runs a fully virtual accounting and tax firm allowing him to assist attorneys and clients throughout the United States.
Personally, Kevin is married with two amazing sons and too many animals to count! If he's not in the office, you can find him with his toes in the sand and sun on his face. He loves living on the water, spending time at the beach, on his boat, on a jet ski or a surfboard. He and his family strongly support animal rescue causes and have fostered over 500 cats and dogs, helping them on their journey to their forever families.
Interested in learning more about Kevin professionally?
Read my most recent blog articles:
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Accounting and Tax Services for Law Firms and their Clients
Trust/Estate/Gift Tax Services
Fiduciary Accounting
Outsourced CFO
Firm Controllership
Tax Planning/Preparation
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