San Francisco CPA - 415-544-0220

Fiduciary Services

John P. Welch, a San Francisco CPA firm, offers a wide range of accounting and fiduciary services. As CPAs and consultants we understand how important estate planning can be, and we take into consideration probate issues, minor children, wealth distribution, tax planning and incapacitation. Proper planning allows you to anticipate problems, provide solutions and help control the future of your assets for yourself and your heirs.


We have extensive experience with fiduciary tax law and tax compliance, estate and trust planning and administration, gift tax planning, business succession planning, convervatorships, and more.


We are often called upon to assist and guide executors, trustees, conservators, guardians and others meet their fiduciary obligations to an estate, trust or individual. And at times, we have also been entrusted to serve in the role of conservator, executor and/or trustee for our clients.

Our Fiduciary Services Include:


Trust and Conservatorship Services

  • Review trust documents for tax purposes
  • Calculate net worth of trust when establishing a trust or conservatorship
  • Report trust expenses and maintain records
  • Allocate trust income to beneficiaries
  • Guide trustees and/or conservators
  • Serve as trustee when needed
  • Prepare trust income tax returns

Estate Administration Services

  • Determine estate assets and liabilities
  • Record estate transactions
  • Prepare reports for probate
  • Prepare and report financial data to beneficiaries
  • Prepare of federal and state estate and fiduciary income tax returns
  • Prepare decedents' final 1040
  • Will reviews

We work with many types of clients including beneficiaries, trustees, executors, family offices and attorneys.

Send us an e-mail or call us today at 415-544-0220 and ask for John P. Welch to discuss your specific industry needs with an experienced San Francisco CPA.

  Accounting and Tax Services

  All tax services 
  Outsourced controllership
  Tax planning
  San Francisco incorporation
  New business advisor 
  IRS problem resolution 
  QuickBooks accounting
  Fiduciary services
  Succession planning
  Estate and trust planning
  Retirement planning
  College savings planning



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