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About Our Firm

Tune in to this episode of the David Vs Goliath podcast where host Adam DeGraide interviews our very own Marcey Whitney, and discusses the differences between Financial Accounting and Fiduciary Accounting when it comes to your Estates...

Podcast Episode

Pro Tips In Not Having Your Family Sue Your Estate
In this very informative episode of David Vs Goliath, host Adam DeGraide interviews Marcey Whitney and discusses the differences between Financial Accounting and Fiduciary Accounting when it comes to your Estates.
A lot of great advice in here folks!
Watch Now ⟶

future-oriented

We are
a family

We, here at Pace & Associates CPAs, LLC, believe in the value of relationships. We view every client relationship like a partnership and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience, and financial acumen.  Our goal is to become your trusted advisor. 

01

Relationships

We believe in the value of relationships. We view every client relationship like a partnership.

02

Partnerships

We view every client relationship like a partnership and truly believe that our success is a result of your success.

03

Committment

We are committed to providing close, personal attention to our clients.

"Alone we can do so little, together we can do so much."

Helen Keller

remember the past

Since 2011

Since 2011, Pace & Associates CPAs has been helping clients throughout the state of Texas and beyond.

We pride ourselves on being knowledgeable, accurate and efficient. Whether you are a lawyer focused on estate planning, a tax preparer focused on filings, or an individual trustee of your own trust, we would love to take care of your fiduciary accounting.

Reach out to our team today to start the conversation.

communication is key

personal service

Client satisfaction
99.9%
Years Experience
+25
Happy Clients
+500

Trust Accountings

If you’re the trustee of a trust, your role is an important one. As a fiduciary, you must perform a number of important duties and responsibilities. One of the most crucial responsibilities is your legal duty to provide an accounting to trust/estate beneficiaries...
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Fiduciary tax services

Our firm has prepared hundreds of estate tax returns (form 706) and gift tax returns (form 709) along with thousands of fiduciary income tax returns (forms 1041, 1041-A, and 5227), including estate, simple, complex, partial grantor and split-interest trusts...
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Probate Accountings

If you’re the executor of an estate, your role has many different responsibilities. One of these responsibilities is your legal duty to provide an accounting to the court that provides a complete, accurate detailed description of the estate’s assets, liabilities, receipts and disbursements for the period of estate administration...
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Guardianship Accountings

If you’re the Guardian of an individual’s estate or property, your role has many different responsibilities. One of these responsibilities is your legal duty to provide an accounting to the court that provides a complete, accurate detailed description of the guardianship’s assets, liabilities, receipts and disbursements on an annual basis...
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Traditional Accounting and tax services

We provide accounting support, tax planning and tax preparation for a select group of clients. These services include monthly or quarterly accountings and financial statements, forward thinking tax planning and tax preparation of partnerships, corporations and individual returns for those clients that want a high level of service.
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We Will Help You Every Step Of The Way

We pride ourselves on being knowledgeable, accurate and efficient.

Contact Us ⟶

we have what you need

we work hard
in all fields

Trust Accountings

As a fiduciary, you must perform a number of important duties and responsibilities...

Fiduciary tax services

We understand the intersection of federal tax and state trust laws...

Probate Accountings

If you’re the executor of an estate, your role has many different responsibilities...

Guardianship Accountings

If you’re the Guardian of an individual’s estate or property , your role has many different responsibilities...

Traditional Accounting and tax services

We provide accounting support, tax planning and tax preparation for a select group of clients. These services include monthly or quarterly accountings and financial statements, forward thinking tax planning and tax preparation of partnerships, corporations and individual returns for those clients that want a high level of service...
Austin Texas USA at the Capitol
"They always say that time changes things, but you actually have to change them yourself.”
Andy Warhol

our entire team is here for you

We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience, and financial acumen. Our goal is to become your trusted advisor. 

Meet Them ⟶