Welcome!

We are a certified public accounting firm with over 15 years of experience in a broad range of accounting and tax services.
Services
  • Estate, trust, and gift tax compliance and research
  • Fiduciary accountings and probate inventory filings for estates and trusts
  • Litigation support and expert witness testimony for probate, estate, trust, and gift matters
  • Conservator and guardian support
  • Special and supplemental needs trusts, life insurance trusts, charitable remainder trusts
  • Individual income tax compliance, planning, and research (for individuals with an estate, trust, or conservatorship connection)
Our Firm
Rebecca worked for a number of years at a public accounting firms in Alaska and Texas.  In 2003 she opened her own firm, providing clients with broad-based accounting and tax preparation services.  

After more than 10 years in business, she has decided to focus the firm's services more narrowly on estate, trusts, and conservator and guardianship matters.