Although these are often difficult subjects to discuss, we all face the time when we need to begin to plan for our own passing, or to handle the affairs of a loved one. YOBCO can assist you with the decisions and planning involved with this process by supplying sound advice that is supported by experience. We will help you explore the available options, which may include the need for a trust. We can also help you navigate the proper filings, deadlines, and other issues involved with estate and inheritance tax responsibilities.

It can be uncomfortable to consider our own mortality, but having a well-prepared plan in place provides peace of mind. Let YOBCO help you with estate and trust planning so that your assets provide the most benefit to your heirs.



Compilation, Review and Financial Statement Preparation

Income Tax and Information Return Preparation

Agreed-Upon Procedures

Payroll and Sales Tax-Related Filing and Services

Tax Planning and Consulting

Business Accounting

Employee Benefit Plan Reporting and Filings

Estate and Trust Planning

Federal Acquisition Regulation (FAR) Audit Services

Management Advisory and Valuation Services

Retirement and Succession Planning

Forensic and Fraud Investigation