For Attorneys



Estate Accounting Solutions can assist your practice by providing an additional resource for expertly preparing fiduciary accountings and related fiduciary tax returns. This will allow you, the attorney, to concentrate on the legalities of your client’s case, while being assured that all inventories, annual accounting reports, and related tax returns are prepared by a Certified Public Accountant with many years of experience specializing in this niche area of accounting. Perhaps your paralegals are not experienced in fiduciary accountings and taxes, as is often the case in a general practice firm. Or perhaps your paralegals have a full workload with current clients. Whatever the reason, Kelly J. Pinckard, CPA, at Estate Accounting Solutions can be your reliable, professional, and proven resource to outsource this added client work.


Estate Accounting Solutions has worked with all kinds of clients, and happy clients have been a consistent outcome. We realize that clients are the reason our businesses thrive, and we are dependent on them, and so we should treat these clients with the utmost respect and compassion. If you outsource accounting or tax work to Estate Accounting Solutions, we understand that we are an extension of your firm and your values, and you can trust that Estate Accounting Solutions will uphold the integrity of your firm’s reputation. We are most proud of being invited to a client’s large family reunion, and making it onto several client’s Christmas card lists, long after the professional relationship has ended. Both of these outcomes speak to consistent client satisfaction and appreciation of our work and compassion.

“A customer is the most important visitor on our premises. He is not dependent on us. We are dependent on him. He is not an interruption in our work. He is the purpose of it. He is not an outsider in our business. He is part of it. We are not doing him a favor by serving him. He is doing us a favor by giving us an opportunity to do so.” ― Kenneth B. Elliott


Estate Accounting Solutions has a rock-solid reputation with many of the Commissioners of Accounts in the Hampton Roads areas, and other Commissioners of Accounts throughout Virginia. Every accounting report for estates, trusts, conservatorships, and guardianships ever filed by Estate Accounting Solutions has been approved upon first filing. We are very proud of this 100% approval record.


Our specialties include delinquent accountings, complicated accountings, and we have even provided forensic accounting services for estates and trusts with suspicious or questionable activity or management. We have worked with all kinds of clients: elderly executors who need an accountant with extra patience and compassion; guardians, of minor children who have been traumatized, who appreciate being asked how the children are doing at the beginning of a phone call; elderly trustees and executors in poor health, who need as much stress removed from them as is possible; and adult conservatees of aging parents or disabled siblings, who sometimes need words of encouragement before we get into the discussions of business. Kelly J. Pinckard, CPA, meets each client where they are at mentally and emotionally, in order to provide a comprehensive service to them, understanding that each situation requires compassion to go along with the usual expertise and attention to detail. Estate Accounting Solutions is here to help your firm. We can be a valuable resource to handle very sensitive and complex fiduciary accounting and tax matters that your firm would like to outsource for any number of reasons. Call us today for a no-obligation, no-cost discussion on how Estate Accounting Solutions can assist you and your firm with a high level of expertise in all matter’s fiduciary.