Profile

FTA Services LLC was formed in 1977 to provide tax and accounting services to attorneys for trusts and estates.  FTA stands for Fiduciary Taxes and Accounting.  As time went on we expanded into individual income taxation.

Currently I prepare individual income tax returns, fiduciary income tax returns, gift tax return and estate tax returns.  I also prepare accountings for trusts and estates that must be submitted to court.

I have worked with trusts since 1974.  I was tax and accounting manager for a large corporate trust company and two local CPA firms.