Legal Services

WLA CPA seeks to trade Tax for Living Trust services (WLA Santa Monica)

Westside CPA with a concentration of attorney’s in his tax practice seeks to trade Income Tax Services for Living Trust/inheritace services. I am a creative, think out of the box CPA looking for a counterpart in Trust Legal services.

Nothing too compicated on my side, I want to create a living trust and update other trust documents that hold real estate and get some suggestions on what else I might do.

You are probably on extension for your practice corporation and personal returns and looking for someone to do more than just “fill in the forms”. Ditto for me on the trust side.

Now for all of you nice people who are going to write me about providing services without a trade, the answer is NO thank you. I am looking for a MUTUAL long term relationship. My client base is getting older and I will need someone to refer to in the future.

When responding please put “willing to trade Tax for Trust services”, in the title so I know your not an autobot and we are clear about our intentions for a mutually benificial relationship.

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