Trusts & Exempt Entities
Fiduciary and nonprofit accounting and returns
Accounting built around how your industry works
Trusts, estates and tax-exempt organizations answer to beneficiaries, donors and regulators as well as the IRS. We keep fiduciary and fund accounting that separates what has to stay separate, and prepare the returns that go with it — Form 1041 for trusts and estates, the Form 990 series for exempt organizations.
Common challenges
- Principal and income that must be accounted for separately
- K-1s for every beneficiary, on time
- Restricted and unrestricted funds for nonprofits
- Annual Form 990 filings that keep tax-exempt status in good standing
How ANAV Global helps
- Fiduciary accounting for trusts and estates
- Form 1041 preparation with beneficiary K-1s
- Fund accounting and grant tracking for nonprofits
- Form 990, 990-EZ and 990-N filings
- Year-end reports for trustees and boards
Recommended services for Trusts & Exempt Entities
How It Works
Simple, effective steps to transform your accounting operations
Discovery & Consultation
We start with understanding your business needs, current challenges, and goals to define the right engagement model.
Onboarding
Seamless onboarding process with dedicated team assignment and clear communication channels setup.
Transition & Setup
Smooth transition of your accounting data and systems with minimal disruption to your operations.
Ongoing Service Delivery
Consistent, high-quality service delivery with regular reporting and proactive communication.
More industries we serve
Ready to Transform Your Accounting?
Get started with ANAV Global today and experience the difference professional accounting services can make
accounting@anavglobal.com