Funeral Home Trusts & Accounting

Our business was started in 1991 in order to meet a need common to many funeral directors: trust accounting services.

Over the years, we have expanded our services to include business accounting, tax preparation and even more.

Currently, we serve over 85 funeral homes with trust and/or accounting services.

Because our only focus is the funeral industry, our clients benefit from our specialized services and knowledge of the industry.

Our Trust Services

Excellent Trust Accounting Services is what our reputation is built on. Funeral homes have trusted us year after year to provide accurate accounting and gain the most from their trust funds.

• State Annual Report
• Federal required 1099-INT or 1041 Return
• Monthly Trust Reports balanced to bank
• Monthly statements sent to customers making payments