Business Details
6 Years
experience
Expert Tax & Fiduciary Services
Founded in 2020, our firm specializes in delivering comprehensive tax and fiduciary solutions tailored to individuals, trusts, estates, and small businesses. With over a decade of combined experience in public accounting and private fiduciary work, we prioritize personalized service and meticulous attention to detail. Our expertise extends to forensic accounting, court accounting, and litigation support, ensuring clients receive accurate financial guidance. Holding a Bachelor of Science in Accounting from California State University, Chico, and maintaining active licenses as both a Certified Public Accountant and Private Professional Fiduciary, we uphold the highest standards of professionalism.Affiliated with prestigious organizations including the American Institute of CPAs and the California Society of CPAs, we integrate technical excellence with community engagement. Our commitment to client success is reflected in our responsive communication, thorough analysis, and tailored financial strategies. Beyond professional achievements, we actively contribute to local nonprofits and community initiatives, reinforcing our dedication to both client and societal well-being.
Services
Tax Preparation
Tax Planning and Advice
Fiduciary Services
Bookkeeping
Forensic Accounting
Court Accounting
Details
- Year established: 2020
Highlights and features
- Licensed CPA and fiduciary with specialized tax expertise
- QuickBooks ProAdvisor for seamless accounting solutions
- Active community involvement and nonprofit leadership
- Comprehensive forensic and court accounting services
- Personalized approach tailored to individual client needs
Services
Tax Preparation
Comprehensive tax preparation for individuals, trusts, and small businesses ensures compliance and optimized financial outcomes. Our process includes detailed review of financial documents, identification of deductions, and accurate filing with federal and state agencies. Clients benefit from timely, error-free submissions and proactive tax-saving strategies.
Forensic Accounting
Forensic accounting services investigate financial discrepancies, support litigation, and quantify damages in legal cases. We conduct thorough audits, analyze complex financial records, and provide expert testimony when required. This service aids clients in resolving disputes, fraud investigations, and insurance claims with precise, court-ready documentation.
Fiduciary Services
Fiduciary services encompass trust and estate administration, ensuring adherence to legal standards and beneficiaries' interests. We manage asset distribution, financial reporting, and compliance with fiduciary regulations. Clients receive transparent oversight and dedicated support for complex estate matters.
Tax Planning and Advice
Strategic tax planning minimizes liabilities while aligning with long-term financial goals. We assess income, investments, and business structures to develop customized plans. Clients gain clarity on tax implications, retirement strategies, and estate planning to optimize financial health.
Court Accounting
Court accounting services provide detailed financial analysis for legal proceedings, including damage calculations and expert witness testimony. We prepare clear, defensible reports to support family law cases, business disputes, and probate matters. Clients benefit from accurate, timely evidence to strengthen their legal positions.
People
Karyn
Owner, Certified Public Accountant
Karyn specializes in tax and fiduciary services with over a decade of experience. She holds a BS in Accounting from California State University, Chico, and licenses as a CPA and Private Professional Fiduciary. Active in professional organizations and community nonprofits, she delivers expert financial guidance tailored to client needs.
Questions
What services does Lassahn Fiduciary Services offer?
We provide tax preparation, planning, fiduciary services, bookkeeping, forensic accounting, and court accounting for individuals, trusts, estates, and small businesses.
Is Lassahn Fiduciary Services currently accepting new tax clients?
We are not accepting new tax clients at this time but remain available for fiduciary and forensic accounting services.
What qualifications does the owner hold?
The owner is a licensed Certified Public Accountant and Private Professional Fiduciary with a Bachelor of Science in Accounting from California State University, Chico.
What areas do you specialize in?
Specializations include tax administration for trusts and estates, forensic accounting, court accounting, and financial advisory services tailored to individual client needs.
How does the firm approach client relationships?
We prioritize responsive communication, thorough analysis, and personalized financial strategies to ensure clients receive accurate, efficient, and trustworthy guidance.
