Kelli K Davis Accounting Services

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Auburn, CA 95603

http://www.kellikdavis.com

Kelli K Davis Accounting Services, established in 1995, specializes in fiduciary accounting for trusts, estates, conservatorships, and guardianships throughout California. The firm is known for providing detailed, accurate financial documentation that meets court requirements and instills confidence in trustees, executors, and beneficiaries alike.

With a proven track record, Kelli K Davis offers comprehensive services, including bookkeeping and accounting packages tailored to the needs of clients. The firm is committed to supporting fiduciaries by organizing financial information and ensuring compliance with the Union Principal and Income Act and the Probate Code.

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5.02 reviews

Kristine W.

12/4/2023

Kelli helped me with a probate accounting for my family. We were very unorganized and pretty much just gave her boxes of receipts, invoices, bank statements etc. She went through everything...

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