Crossfire Accountings Was Formerly SLK Consulting Group New Name, Same Great Team!
We use a combo between the EVP software and our own homemade software to prepare Inventory & Appraisals for court supervised cases. For non-court supervised cases we recommend preparation of an I&A as one of the first steps when you begin an administration, and would be happy to prepare one for you using either our template or yours.
We are well-versed in producing accountings for any type of trust, including ones with principal and income breakdowns. We are happy to work directly with your client or as back office support for your firm.
Our custom template is compliant with the Probate Code and satisfies the requirements for the GC-400 form. Please feel free to ask for a sample of our work.
We provide services year over year for both court supervised (including the GC-400 form) and non-court supervised special needs trusts.
We also specialize in preparing probate accountings and would love to assist you. Our probate accounting template is compliant with the Probate Code.
Whether you have a situation where unequal distributions were made, someone took money they shouldn't have, or a beneficiary received more than they were supposed to, we can take care of the math and will add this as a schedule in your accounting.
Are you unsure of the accuracy, formatting, or clarity of an accounting you received? We've developed tools to conduct reviews such as these and would be happy to look over any documents you have questions about. When you contact us for this service we will provide you with a list of possible action items we could take and let you know how much it will cost for each option; once you choose the option we will get to work and provide you with a report.
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