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"Since 1989, we have had the pleasure of working with Fred. During that time he has exclusively handled the needs of our company with respect to accounting, financial reporting and tax return preparation. Fred is very thorough and always operates with the utmost integrity. He has advised us countless times on business decisions that have ultimately resulted in an increase to our bottom line. He always keeps us apprised of new developments in the areas of accounting and taxation that may impact our business. We would highly recommend Fred to anyone seeking competent and timely accounting and tax related advice and services."

William Bixby
KBL Associates

Probate and Trust Services


We will all deal with the issue of death at some time.

These are difficult and emotional times.

Are you responsible for dealing with the financial matters of someone who has died?

Are you uncertain about what has to be done?

If the person left a will, what is this thing called Probate which you have to deal with?

If the person left a living trust, what do you need to do?

What about the tax returns for the person that died?

We help you deal with the inevitable tax and financial matters that have to be taken care of either when someone dies or when you are planning your own estate.

If you would like more information about the probate process and living trusts, look at our free report on Probate and Living Trusts.

Our Probate and Trust Services are designed to help you deal with the myriad of details which have to be taken care of when someone dies. We can help you by taking care of the following things:

  1. We work closely with the attorney for the estate to coordinate the many things which must be taken care of.
  2. We prepare the last income tax returns of the decedent.
  3. We prepare income tax returns for the probate estate (also know as fiduciary income tax returns) while the probate proceeding is going on.
  4. We prepare income tax returns for irrevocable trusts.
  5. We prepare Estate Tax Returns.
  6. We look for ways to minimize income taxes for the estate and the beneficiaries.
  7. We work with you to compile financial information to prepare income tax returns, the estate tax return, and accountings for the court and the beneficiaries.
  8. We prepare accountings for the probate estate for filing with the Probate Court.

If you are responsible for the affairs of someone who has died, or if you are in the process of making your own estate plans Contact me to discuss your situation. If you prefer, you can have your attorney contact me.

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Frederick A. Thompson, CPA an Accountancy Corporation
(650) 343-5965   •   email:
1200 Dore Avenue, Suite 202, San Mateo, California 94401-1214		 CPA - America Counts on CPAs

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