COURT ACCOUNTING · BEVERLY HILLS

Court accounting in Beverly Hills — prepared by a CPA firm three blocks from the courthouse.

Trust, probate, and conservatorship accountings prepared to California Probate Code §1060-1064. Offices at 256 South Robertson Blvd. Trusted by Beverly Hills trust-and-estate attorneys.

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What we do

We are a boutique Beverly Hills CPA firm at 256 South Robertson Blvd, and court and trust accounting is our highest-gravitas practice. When a Beverly Hills trust-and-estate attorney needs a CPA to prepare a court-ready accounting — one that reconciles to the penny across the entire accounting period, ties out to statement-of-record, and can be defended if a beneficiary objects — that is the work we do.

Every accounting is prepared to California Probate Code §1060-1064, Rules of Court 7.575-7.577, and the applicable Judicial Council forms (DE-165 for probate estates, GC-400 / GC-405 for conservatorships and guardianships). Beneficiary-facing trust accountings that are not yet before the court are prepared to Probate Code §16063 standards.

The high-net-worth estates handled by Beverly Hills counsel tend to have complex asset mixes — multi-state real estate, closely-held business interests, private-fund LP positions, restricted stock, art, and international accounts. Our workpapers are built to that reality. Boring, complete, and easy to check.

Who this is for

Beverly Hills trust-and-estate attorneys on Wilshire, Beverly, and Santa Monica Blvd who need a CPA firm the office can walk to.
Private fiduciaries and PFAC members administering Westside estates and conservatorships.
Family trustees for HNW settlors whose first or final trust accounting requires more sophistication than a bookkeeper can provide.
Executors of Beverly Hills estates filing DE-165 final accountings at Stanley Mosk Probate.

Deliverables

Summary of Account to Probate Code §1061 format.
Schedule of Receipts — income vs. principal, categorized by source.
Schedule of Disbursements — administration, taxes, distributions, professional fees.
Schedule of Assets on Hand at period-end, valued to statute.
Gains, losses, and distributions — realized, detailed, reconciled.
Supporting workpaper packet — bank and brokerage statements, receipts, and appraisals, indexed and delivered via encrypted Egnyte.

Frequently asked

Q: Where is your office located relative to the Beverly Hills legal corridor?

A: We are at 256 South Robertson Blvd, Suite 206 — a few minutes from the Wilshire and Santa Monica Blvd law-office corridors and from Beverly Hills City Hall. In-person meetings are welcome. Most engagements run through encrypted document exchange, but coordination with local counsel is easy.

Q: Do you file at Stanley Mosk or the Beverly Hills Courthouse?

A: Probate matters in LA County are filed at the Stanley Mosk Courthouse (111 N. Hill St.) probate department downtown. Beverly Hills Courthouse handles civil and family matters, not probate. The attorney of record handles filing; we prepare the accounting and the supporting evidentiary packet.

Q: Can you handle the asset mix Beverly Hills clients tend to have?

A: Yes. Multi-state real estate holdings, private-fund interests, restricted stock, closely-held S-corporations, foreign accounts, and art collections all appear regularly in our workbooks. Each asset class has its own valuation and reconciliation approach, and we build the schedules to handle them.

Q: How do you protect client confidentiality?

A: Enterprise-grade. Encrypted document exchange through Egnyte with role-based access and audit logs. All staff are U.S.-based. We never send private client data to foreign countries. Named partners on every engagement — David Meyer, CPA is the reviewer on court accountings.

Q: What is the fee structure?

A: Fixed-fee, quoted per engagement. Simple final accountings start around $3,500. Complex multi-year or contested accountings scale with transaction volume, asset count, and any additional forensic work. Written quote provided before work begins.

Q: How do we start the engagement?

A: Send us the trust or will document, prior accountings if any, and account statements covering the accounting period. We reply within one business day with an intake checklist, engagement letter, and fixed-fee quote.

When the estate is complex, the accounting can't be sloppy.

Beverly Hills CPA firm. Court-ready trust, probate, and conservatorship accountings prepared to California Probate Code standards. Fixed-fee quote in one call.