We deliver the right advice for your business

Be it just an idea you want to develop, an established business or one that you have been involved with over many years. Together we can explore ideas and help you plan for a more profitable future.

We sort the numbers – as you’d expect

Our service is partner driven which means that one of our experienced, qualified partners will oversee every stage of the process. In this way we maintain a high level of control and really get to know your business – and you receive the expert top level advice that you need.

2007 Company Founded
About Us

We are ready to help you grow your business and we have our dedicated Team

Publix Fiduciary Trust delivers optimum results by providing top level focus in administering and implementing all aspects of your transactions. Through our strong business network, we provide international access to strategic buyers, merger candidates and financial resources.

Our teams are highly trained professionals hold multiple qualifications, such as certified public or chartered accountants, valuation specialists, securities / investment advisers, fraud examiners and detectives.

What is important is working with a reliable partner for the most suitable approach backed by broad expertise to help you navigate through the complexities of growing the business.

If you are looking for a blend of Corporate and personal accounting service and expertise, you have come to the right place! We offer a broad range of legal and accounting services for individuals and businesses.

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Tax Services

Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.

Tax Planning
Tax Problems
Non-Filed Tax Returns
Back Taxes Owed
Payroll Tax Problems

Personal Accounting

Our multinational employee base allow our client’s to feel comfortable and even with a physical distance between us, our private clients know that they are just a quick phone call away from reaching their fully qualified representative.

No client is alike and that is why our representatives will tailor the highest standard of advice to suit both you and your family’s needs to ensure that your wealth is protected through generations for years to come.

Tax Preparation & Planning
Estate Planning & Tax Preparation
Revenue Agency Tax Disputes
Cash Flow & Budgeting

Investigative Accounting

Realizing that either you or your firm may be a victim of financial fraud can be a traumatic time. Perhaps you have noticed financial discrepancies or irregularities, or you just have a ‘gut-feeling’ that something is wrong.

Our team of forensic accountants, fraud examiners and researchers experts in their respective disciplines and have extensive industry experience dealing with a wide range of cases involving both discrepancies and outright fraud. They are well-versed in creating and implementing bespoke strategies which will prevent both internal and external fraud from reoccurring.

Claims Review
Economic Damage Calculations
Financial Exploitation
Fraud Awareness Training
Internal Controls Examination
Litigation Support & Consulting
Fraud Detection & Investigation

Corporate Accounting

Corporate accounting is ‘business slang’ for the ‘management of wealth within a business or organization’. This can take many forms but includes forecasting from where the wealth will come from, knowing where it is at any given time and making proposal on how to spend it to allow the tremendous return for a client.

INDUSTRIES WE SERVE

  • Manufacturing
  • Construction
  • Homeowners
  • Hotels
  • Non-Profit Organizations
  • Physicians, Dentists, & Attorneys
  • Wholesale and retail sales
  • Real Estate
  • Fast Food

ACCOUNTING & MANAGEMENT

  • Client specific chart of accounts.
  • Standing entries.
  • Data analysis by cost center, service, product, region and other dimensions.
  • Multi-lingual and multi-currency options.
  • Automatic year end valuations.
  • Integrated fixed asset and depreciation modules.
  • Data interfaces for input of sales data from client systems, or service providers.
  • Sales invoice generation.
  • Secure e-banking interfaces with all major banks.

Mergers & Acquisitions

Through our mergers and acquisitions services, Publix Fiduciary Trust helps clients create and execute effective exit strategies and sustainable growth. Our expert team selects and gets in touch with qualified targets, processing all requirements of the transaction, as well as navigating through the deal, determining enhancements on structure, performing due diligence and looking out for financing.

With Publix Fiduciary Trust, clients are sure to get support on resources for efficiently accessing funding, modern machinery, innovative products and customizable services, allocation channels and administrative tools. Our expert team helps clients level the playing field in navigating through negotiations and facilitating productive engagements with key domestic and international enterprises, while clients maintain their productivity targets and concentrate on the operation of their enterprise.