How we work with professional conservators
We handle annual tax filings and conservatorship accountings for each ward as a separate matter — each with its own document set, status, and court reporting timeline.
What we cover
- Annual federal and state tax returns for each ward, signed under your conservatorship authority
- Form 2848 filed with the IRS per client — IRS correspondence handled directly
- Conservatorship accountings in court-ready format — charge and discharge statement, all required schedules
- Coordination between the tax return and the accounting for consistency
- Retirement income: RMDs, pension distributions, Social Security, investment income
- Prior year catch-up when you take over a conservatorship mid-stream
The accounting side
We prepare conservatorship accountings under the UPIA framework in the format required for court presentation — principal and income properly allocated, all receipts and disbursements documented, current inventory stated.
Multi-ward coordination
Each ward is a separate matter in our portal with its own document set and court reporting schedule. We track each independently and keep you informed without requiring you to manage the details.
What we need to open a matter
- Court order and Letters of Conservatorship
- Ward's SSN and date of birth
- Prior year returns and accountings if available
- Financial statements for all accounts under management
- Records of receipts and disbursements for the accounting period
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