Kosbie Fiduciary & CPA Services

Services We Provide

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We provide compassionate, professional and licensed fiduciary services when the responsibilities become too great for an individual or family to manage.

Fiduciary Services include:

• Trustee
• Agent Under Power of Attorney
• Executor of an Estate
• Personal Representative
• Personal Bill Pay and Management Services
• Probate Administration
• Probate Accountings for Conservatorships, Trusts and Estates

CPA Services include:

• Tax preparation and planning for individuals, trusts, and businesses
• Bookkeeping and accounting support services
• ​Tax problem resolution
  

Fee Information: 

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Professional Fiduciary Fees range from $200 to $235 per hour. Fiduciary Services include Trustee, Power of Attorney for Finance, and Power of Attorney for Health Care services. Case management and support service fees range from $75 to $180 hour.  

Additional information about the above fees or tax and accounting service fees will be provided during an initial consultation with prospective clients and before any contracts are signed or work begins.

Probate Estate fees are charged according to the probate court fee schedule.