Trust and estate accountings help protect both the beneficiary and the fiduciary.

About us

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Our FTEAS professionals have an average of 20 years of experience and the practice is backed by the reputation and reach of EY.

FTEAS provides consistent work product and has controls in place designed to protect clients’ data. We deliver exceptional client service with a quick turnaround, depending on the size and complexity, typically 4 to 12 weeks. Expedited service is also available. Our competitively priced process has no required minimums and is performed on an accounting-by-accounting basis. Our services are typically more cost-efficient than most paralegals, which is especially beneficial in litigation matters.

For our Fiduciary/Trust Tax Services clients, and other clients who use Thomson Reuters ONESOURCE™ Trust Tax software, we are able to download the tax data to prepare most periodic trust accountings, making our services even more cost-effective and time-efficient.