Serving Families, Professional Fiduciaries, Law Firms and Financial Institutions throughout California
Often, the most dreaded part of the Fiduciary process is doing the accounting. You’ve done the painstaking work of administering an estate or trust. Let us take the weight and stress of preparing the fiduciary accounting off your shoulders.
Whether this is your first time serving or you are an experienced Professional Fiduciary, Fazzio Fiduciary Accounting LLC is here to help!
Our Services
- Probate Accounting
- Trust Accounting
- Conservatorship Accounting
- Guardianship Accounting
With Fazzio Fiduciary Accounting LLC you get:
Conformance to the most rigorous requirements
Adherence to the highest standards in the industry
A meticulous process that ensures all accounts balance
Accuracy and precision to satisfy the strictest critics
Beginning bank balance and share total verification
An easy-to-read layout with clear and concise transaction descriptions
An accounting ready for court filing or beneficiary presentation
When your reputation matters, choose the best; choose Fazzio Fiduciary Accounting LLC.
WHO WE ARE
Paul and Tara Fazzio come with a wealth of real-life experience and know-how. They are detail oriented (a must for fiduciary accountings) and head-driven, which enables them to sort out the puzzle an accounting can turn into. They have used their skills in both professional and volunteer positions.
Paul founded the company in 2011 after spending years sitting in on Probate court hearings and having daily contact with attorneys, family / Professional fiduciaries and court staff. This experience gave him unrivaled practical knowledge of fiduciary accountings that endure the strictest standards.
Paul is also the President of one of California’s top specialty Surety bond agencies and is widely considered an expert in Probate & Fiduciary matters (for more information on Surety bonding visit www.hmvreeland.com).
CONTACT US
Phone: (707) 481-4377
Fax: (707) 773-7503
General Mail:
P.O. Box 751483
Petaluma, CA 94975