Ian Bryzek, CPA
Tracking legal and accounting fees
Professional fees are easier to classify when invoices state the matter and service period.
One engagement can involve legal authority, tax preparation, and property work that should not be blurred.
File invoices with engagement letters and proof of payment.
What to keep with the file
File invoices with engagement letters and proof of payment.
What to gather
- The source documents closest to the transaction
- A dated list of what happened after death
- Statements, invoices, or correspondence that explain the entries
Who usually handles what
- Ian can help identify the tax records and reporting questions.
A practical next step
Make a short timeline and mark any fact that still needs support.
Related guides
This general information is not tax or legal advice. The answer depends on the documents, ownership, timing, and facts of the particular matter.