CPA Partnership for Attorneys
McGuire Advisory LLC partners with law firms handling estates, trusts, and cross-border client matters. We operate as a confidential, technical resource—helping you deliver complete solutions without adding internal staff or overhead.
How Our Partnership Works
1. Discovery
We begin with a short consultation to understand the nature of your client matter—estate administration, fiduciary accounting, international compliance, or cross-border entity work.
Engagements can be firm-to-firm or client-facing under your direction.
2. Coordination
We align on scope, deliverables, and timeline, then securely exchange information via our encrypted client portal. Your firm maintains full visibility, while we handle technical preparation and review.
We can operate white-label, co-branded, or directly with clients at your discretion.
3. Execution
We prepare filings, accountings, or analyses and deliver finalized reports for attorney review before submission. Clear documentation, responsive turnaround, and reliable technical depth ensure your client work is complete and compliant.
Areas of Collaboration
Estates & Trusts
Preparation of fiduciary and estate tax returns (Forms 1041 and 706), court-ready fiduciary accountings, K-1 preparation, DNI tracking, and coordination with attorneys and trustees for efficient administration.
International & Ex-Pat Clients
Cross-border entity reporting (5471, 8865, 8858, 5472), foreign asset and PFIC reporting (8938, 8621, FBAR), treaty elections, and compliance support for globally mobile clients.
Advisory & Analysis
Support for complex client scenarios—multi-jurisdiction estates, liquidity planning, charitable-trust coordination, and multi-entity ownership structures—ensuring tax implications align with your legal strategy.
Why Law Firms Partner With Us
Specialized Technical Depth
We bring years of experience in fiduciary, cross-border, and entity-level tax compliance—acting as your back-office CPA resource for complex matters.
Confidential & Seamless
Client information is handled under strict confidentiality. We can operate behind the scenes, under your brand, or jointly when transparency benefits your client.
Responsive & Predictable
Defined scope, fixed-fee or hourly billing options, and clear communication—so you can focus on client strategy while we manage the compliance and reporting work.
Interested in collaborating?
Book a 15-Minute Intro Call