Fiduciary & Accounting

With more than 30 years experience, Winter Accountancy Trust & Estate Administration is a leading provider of court accounting and tax preparation services. Maintaining this industry standard is what our trust and estate specialists focus on. Fiduciary tax and accounting is an essential part of our business, and we want you to be as confident in our abilities as you are in your own people.

Winter Lozano CPAs Inc Trust & Estate Administration can handle all of your fiduciary and court accounting needs, such as:

  • Formal or informal accountings for either annual or event-driven matters
  • A wide array of state specific accounting formats
  • Preparation of Guardianship, Estate, Trust and Conservatorship accountings
  • Services for the completion of 706, 1041, and 709 tax returns, as well as various state estate and state fiduciary matters