Trust and Estate Accounting in
Tyler, TX You Can Rely On
Managing a trust or estate requires care, organization, and experience. At Martinez CPA, we provide comprehensive trust and estate accounting in Tyler, TX to help executors, trustees, and beneficiaries navigate every financial detail with confidence. From reconciling assets and preparing fiduciary reports to coordinating with attorneys and heirs, we help families across East Texas handle these responsibilities accurately and respectfully.
Professional Accounting Guidance for Executors and Trustees
Administering an estate can be overwhelming without clear financial records. Our firm assists executors, trustees, and fiduciaries in organizing, tracking, and reporting the financial activity of estates and trusts. We ensure that each transaction, distribution, and statement complies with IRS and state requirements while maintaining full transparency for all parties involved.
Trust Accounting Services
Transparent, consistent reporting for revocable, irrevocable, and family trusts—tailored to Texas requirements.
Maintain detailed ledgers of trust assets and basis
Track income (interest, dividends, capital gains) and allocate principal vs. income correctly
Record trustee fees, administrative costs, and third-party expenses
Document beneficiary distributions with supporting schedules
Prepare periodic accountings for beneficiaries and counsel
Coordinate with tax filings as needed (see Estate & Trust Tax Preparation)
Fiduciary Accounting That Protects You and Your Beneficiaries
Trustees and executors carry legal responsibility for the funds they manage. Our fiduciary accounting services are designed to provide a clear, defensible financial record that protects both the fiduciary and the beneficiaries.
We make sure every dollar is documented properly—whether it’s income earned, expenses paid, or distributions made—so you can fulfill your duties with confidence and avoid potential disputes.
Learn more about business accounting and advisory services
Why East Texas Families Choose Martinez CPA
When it comes to managing an estate or trust, experience matters. Martinez CPA combines years of tax and accounting knowledge with the compassion and discretion these situations require. Our bilingual team serves both English- and Spanish-speaking families throughout Smith County and beyond, ensuring that everyone involved understands the process clearly.
We’re proud to help clients with:
- Transparent, compliant financial reporting
- Collaboration with estate attorneys and courts
- Detailed recordkeeping and reconciliation
- Tax preparation for trusts and estates
- Personalized support through every step of administration
Accuracy, Transparency, and Peace of Mind
With a CPA managing the books, you’ll have reconciled balances, clear principal-versus-income allocations, and documentation that stands up to scrutiny. We explain each scheduled appointment, provide summaries to share with beneficiaries, and outline next steps so you always know what’s left to do.
