My name is Colleen Allen. I have over 20 years of experience in the preparation of Estate and Trust fiduciary accountings. I started my career with a small reputable fiduciary accounting firm. In the beginning, automation meant an adding machine and a typewriter. Things have surely progressed!
In 1996, I became an independent contractor, focusing solely on the preparation and review of fiduciary accountings. My client base ranges from corporate Executors and Trustees to attorneys and individual fiduciaries.
I have successfully developed and operate a Windows® based program that provides excellent service at low cost. It helps us to expedite the reconciliation of the account and stay up to date with the latest developments, while having access to archived information. The accounting is presented in a clear, detailed, easy to interpret format.
Our firm does business under the name of Fiduciary Accounting Services and utilizes the services and experience of a Senior Vice President and manager of a trust termination closing unit of a major bank in New York City. Also on board is a retired Vice President of a major bank's Trust and Tax Services unit, now an active fiduciary accountant as well.
Me and my team are pleased to prepare an accounting using straight forward bank transaction statements with concise and complete information. However, we are also able to prepare an accounting from dusty old files and unorganized data.
My passion is for forensic accounting and I find immense pleasure in tackling and solving complex issues that require in-depth research and a keen eye. If necessary, I can reconstruct an accounting when information is unavailable for periods of time with very reasonable accuracy.
ABOUT OUR FIRM
Copyright © 2009 All rights reserved. Web site designed by Colleen Allen.
Fiduciary Accounting Services
Trust and Estate Accountants
Phone:
631.730.7251
