So, you've been named a trustee. Congratulations! But if you're feeling like a rookie stepping onto the court for the first time, you're not alone. The responsibilities of a trustee can be complex and demanding, and the stakes are high.

First time in the trustee game? Don’t step onto the court alone. Managing fiduciary duties takes a solid team.

Think of the trust like your playbook. You know what needs to be done, but where do you start? You need the right players in the right positions to make it happen. That's where Rehfeldt Group CPAs steps in as your financial point guard.

We're more than just accountants. We're your strategic partners, helping you:

● Control the financial game: We’ll ensure accurate accounting financial reporting to beneficiaries and assist with proper record-keeping.

● Navigate the tax zone: We’ll help you comply with all tax regulations and minimize potential liabilities.

● Build your winning roster: We have a network of experienced attorneys, financial advisors, and other specialists to complete your team.

Your success as a trustee depends on having the right team on your side. We’re here to be your financial point guard, assisting you in building a winning roster and managing your financial and tax responsibilities. Let’s run the play together.

Ready to build your winning team? Contact Rehfeldt Group CPAs today and let us help you experience success serving as a trustee!