How We Work With CPAs & Tax Advisors

While many personal injury settlements include components that are not taxable, trusts can still generate income, and there are reporting and accounting matters where a CPA or tax advisor's expertise is valuable. We do not give tax advice; we work alongside the professional who does.

Our role is to keep clean, detailed records and to coordinate with your tax advisor so they have what they need. Good administration makes a CPA's job easier, and the right CPA makes sure the tax side is handled correctly.

As with all the professionals on your team, our relationship with your CPA is one of coordination on your behalf. We provide accounting, records, and reporting; the CPA provides tax expertise. Together, the pieces fit, with you at the center making the decisions.