While no one can relieve you of your fiduciary responsibilities as trustee, you can and should obtain professional assistance to help you fulfill your duties.

Fiduciary and estate tax returns, trust accounting for beneficiaries, and analysis of investment performance are just a few of the services we provide to enable you to be an effective trustee or executor.

The Moorman and Company professionals possess expertise in tax, accounting and advisory services vital to trustees and executors. We understand the challenges facing individuals serving in these unique capacities, and we provide the help they need to fulfill their duties.

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Moorman and Company, an accounting and personal financial management firm based in Palo Alto, serves the San Francisco Bay Area, Peninsula, and Silicon Valley from Hillsborough to Saratoga-Los Gatos, including Atherton, Menlo Park, Los Altos, Los Altos Hills, and Cupertino.