Estate & Trust Taxes and Accounting

Acting as an executor or adminstrator of an estate can be a difficult job, usually at a difficult time.  Locating and understanding financial records and dealing with family issues are just some difficulties associated with this function.  We specialize in record-keeping and tax services for estates and trusts, so you won’t have to worry if you’ve fulfilled your fiduciary duties.  We’ll organize all of the investment and tax records, and do all required tax filings.  We’ll also guide you through the process of planning your estate and work with other professionals to accomplish your goals.  Our firm is a member of the Estate Planning Council of Eastern New York, and we attend their regular meetings and educational sessions in Albany.  We’ve worked with attorneys from all over the Capital District and helped to administer dozens of estates, for clients in Albany, Troy, and beyond.

Articles

MAY 4

The Fraud Within – Workplace Fraud and Embezzlement

I am pleased and grateful to announce the release of my new book “The Fraud Within – Workplace Fraud & Embezzlement:  Face It, Find It, Fix It.”   Now available in paperback and Kindle on Amazon.com! The book details the many types of workplace fraud and embezzlement that business owners discover every day, how to recognize […]

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AUG 2

Cryptocurrency and Divorce: New Challenges for Forensic Accountants

Cryptocurrency and Divorce:  New Challenges for Forensic Accountants The New Offshore Account: Like any new technology, cryptocurrency has potential to be truly disruptive in the world economy, to revolutionize how we pay for things and how we store money.  With any new tech breakthrough, positive things can come out of it.  On the flip side, […]

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Testimonials

“Rick Mulvey and his staff have prepared our income taxes for the last decade, and they’re always there to consult with us if we have any questions.  Their fees are reasonable, and their service is outstanding.  Don’t risk preparing your own tax returns!”

Charles, Saratoga, NY
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