As we get older, people often establish trusts as a way to leave an inheritance and pay off remaining debts with their estate. A trust is a great option to mitigate stress and instill confidence with your finances and the well-being of your loved ones. However, when trusts go into effect, trustees may need financial assistance to manage the health of the trust.
Marcia L. Campbell CPA is Riverside’s expert trust accounting firm with decades of experience. Discover why we are an excellent solution for trust accounting and more:
Who We Are
Marcia L. Campbell, CPA is a CPA firm in Riverside that provides assistance in several financial areas including trust accounting, eldercare, tax services, and administration and managing financial affairs for those who cannot do so alone.
What Sets Us Apart
We empower individuals and families seeking financial assistance when they need help the most. Our passion is helping seniors understand their options and optimizing decision-making, and our top priority is always their physical and financial health.
We don’t offer cookie-cutter solutions to our clients; we understand that each client has unique life circumstances and take the time to understand you and your needs. That’s how we provide effective financial services.
We are dedicated to minimizing the stress seniors, individuals, their families, and trustees experience when managing their assets. In doing so, we empower them to become more financially secure and confident while maintaining their independence.
Do you have a question about how we can help you? Contact us today.
What We Do
We offer an array of financial services to folks in California, specifically in Riverside, the Inland Empire, and Southern Califronia. See more about our services below.
Financial Service Areas We Specialize In
Our mission is to assist people with managing their finances. Areas we offer include:
- Private fiduciary services
- Tax return services
- Trust accounting
- Court accoutning
- Special needs trusts
We get to know clients and their needs to customize services to their specific circumstances. One such area of expertise is trust accounting – a key responsibility for trustees.
Trust Accounting You Can Depend On
Trust accounting can be a daunting task if handled alone. Marcia L. Campbell is Riverside’s expert trust accounting CPA firm. Trustees carry a hefty responsibility as the person managing a trust and this can be stressful. Beneficiaries who believe that the trustee is not maintaining the trust funds properly can request the trust be reviewed by the court. Managing a trust is a stressful endeavor as it is and a trust accounting is part of a trustee’s responsibilities. In the state of California, an accounting must be done each year for trusts.
Hiring a professional can take the pressure off trustees who might be in over their head. Instead of shouldering the weight alone, hire a knowledgeable CPA to assist you.
Related Article: Elder Care Accounting Services: What You Should Know
Get Trust Accounting Help to Reduce Your Stress
If you need help with trust accounting services as part of your trustee responsibilities, consider enlisting the help of an experienced CPA. Fortunately, Marcia L. Campbell CPA is an expert trust accounting CPA firm committed to the financial health of your aging loved ones. We will take care of your parents like they were our own. Contact us with any questions to get started.