Financial Reporting: Preparing detailed reports on income, expenses, and overall financial status.
Bank Account Management: Monitoring and reconciling bank accounts to ensure accuracy and compliance.
Expense Tracking: Keeping a record of all expenses related to the guardianship, including care costs and daily living expenses.
Tax Filing: Ensuring taxes are filed correctly and on time, if applicable.
Legal Compliance: Ensuring that all financial practices are in accordance with legal and court requirements.
Annual Accounting: Preparing an annual accounting report for submission to the court or relevant authorities.
Financial Planning: Offering advice on how to manage and protect finances long-term.
Distribution of Funds: Ensuring that funds are distributed according to needs and legal guidelines.
These services help ensure proper financial management and legal compliance within guardianships.
Guardianship accounting is the process of managing and tracking the finances of a guardianship. This involves keeping accurate bank statements, recording all transactions, and monitoring income and expenses. The main goal is to make sure the ward's assets are handled correctly and in line with legal requirements. We are expert in the field and will help you stay in Complient with state laws.
Service provided includes the following:
CONTACT INFORMATION
Cummings Grayson & Co., CPA
Miami: 915 NW 1st Ave, Bay 3A
Miami FL 33136, Telephone 305-377-1952
Tampa:
7402 N 56th St, Building 300, Ste 355-104
Tampa, FL 33617
Telephone (813) 379-4251
Jacksonville:
6501 Arlington Expressway B105 #2049
Jacksonville, FL 32211 Telephone (904) 372-7150
Tallahassee to Pensacola:
1992 Lewis Turner Blvd, Suite 1067
Fort Walton Beach 32547
Telephone (850) 744-0042
Website: http://www.cummngsgrayson.com
Email address: contact@cummingsgrayson.com
Hours of Operation: 8 am to 8 pm, Mon thru Friday Extended Hours (tax season) Remote Access (24 hours)
