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Specializing in Fiduciary Tax Administration

Profit & Loss (Unaudited)

Balance Sheet (Unaudited)

Bill Paying Services

Splitting Trusts into Multiple Trusts and for Making Distributions

Fiduciary Accounting -

Administrative Accountings

Court Accountings

Separate Trusts, Separate Shares where Assets Not Physically Separated

Valuation of Publicly-Traded Securities

Valuation of Partial Transfers of Assets

Interpretation of Documents for Proper Tax Reporting

Tax Filing and Reporting Compliance

Recommendations for Distributions and for Funding Multiple Trusts

Financial Recordkeeping

Fiduciary Tax Administration Services -

Gift Tax Returns
Generation-Skipping Transfers
Tax Exempt Organizations

Information Returns

Private Foundations

Payroll

Corporations
Estates and Trusts
Estate Tax Returns
Income Tax Returns for
Individuals
LLC's
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CHARLES L. HORTON, INC.

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Bank Reconciliation

Bookkeeping Services -