The thing about cliches is they’re often true! In the legal profession, this one is especially so. Our goal is to transform tax compliance for your wards and estates into a highly efficient process. In-house legal staff typically bear the brunt of work in gathering documents, chasing answers, and communicating with the tax preparer.
Since fiduciary compensation for court-appointed lawyers is often a fixed percentage, firms aren’t rewarded based on billable time. Therefore, time saved in tax compliance is money earned because firms can deploy their human resources efficiently. The leaner a firm can operate in managing the affairs of wards and estates, the higher its profitability. (And let’s not forget the benefits of lowering stress on attorneys and staff.)
Our system has been developed over years of working with country conservators. Let us Revolution-ize your fiduciary tax compliance.