Helping Wisconsin Guardians & Conservators with accurate annual accountings
[email protected] www.guardianaccountservice.com
Trusted Document Preparation for Annual Accountings
About Us
At Guardian Account Service, our mission is simple: to take the stress out of annual accounting paperwork. As an experienced document preparer, we help guardians/conservators complete their required annual accounts with accuracy and professionalism. We understand the court's expectations and importance of keeping good financial records. Our work is clerical, not legal - we total numbers and organize your information, so you can stay focused on your responsibilities.
Simplifying Guardianship and Conservatorship Annual Accountings
We Make It Simple
Managing a guardianship or conservatorship is a big responsibility. Each year, the court requires you to file an annual accounting that shows income, expenses, and assets. Many guardians and conservators find this paperwork stressful and time-consuming.
That's where we come in. Guardian Account Service provides document preparation to make your reporting clear, accurate, and on time.
You provide the financial records, we calculate totals and type the information onto the publicly available court forms.
Services
Guardianship & Conservatorship Accountings :
- Add up income/expenses from records you provide
- Organize receipts and financial statements
- Complete the court-required Wisconsin accounting form
Clerical Document Support:
- Formatting reports
- Organizing records
- Preparing supporting schedules
Clerical Document Support
Guardian Account Service is a document preparation service. Our role is limited to assisting clients with completing publicly available court forms using information provided directly by the client.
We are not attorneys and do not provide legal advice, interpretations, or representation in court. We do not make legal determinations, advise on rights or obligations, or explain court requirements.
If you need legal advice or representation, you should consult with a licensed attorney.
We are not CPAs and do not provide advice on tax preparation, financial planning or investment management services. If you need tax preparation advice, please consult a tax preparer.
We strive to offer peace of mind. You provide the records - - we do the paperwork.
Affordable, confidential document preparation.
Let's Get Started
LET GUARDIAN ACCOUNT SERVICE MAKE YOUR NEXT ACCOUNTING SIMPLE AND STRESS-FREE
1. Send us an email at [email protected] - we will respond quickly to set up the next steps.
2. We will prepare the forms with the information you provide
3. We will send the documents to you by email for your review and final approval
4. You will file the documents with the court
5. It's that simple!!
Your Partner in Guardianship and Conservatorship Compliance
Frequently Asked Questions
How long does it take to prepare an annual court accounting?
The preparation time varies, but typically it takes about 5-15 business days, or less, depending on the complexity of the estate.
What documents are required for an annual or final court accounting?
Here is information directly from the publicly available court forms provided by the Register in Probate.
List of Assets and Income Received: Example: Social Security, pensions, interest, dividends, rental or other income, realized capital gains from assets sold for more than inventory value or purchase price if acquired after the initial inventory, assets discovered after filing initial inventory.
List of Disbursements, Distributions and Realized Capital Losses: Example: Costs of care of the ward/individual, payments made for the benefit of the ward/individual, assets sold for less than inventory value or purchase price if acquired after the initial inventory.
List of Assets on Hand (Ending balances at the end of accounting period): Cash, checking accounts, savings accounts, certificates of deposit, investments, real estate property and other assets, including burial trusts.
Do you offer remote services?
Yes! You can receive your completed documents from the comfort of your home, ready for you to file with the court. Additional charges may apply for document mailing.