Who Needs Elder Care Accounting?
As you or your cherished family member gets older, additional help may be needed with day-to-day financial tasks. Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly.
You could take care of their day-to-day financial tasks yourself, if you have the time and are able. But if you don't, you may want to consider hiring a professional to help.
With our elder care services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for your, your parents or grandparents best interest.
You or your loved ones get assistance with the daily finances and you're kept informed of every step we make. That way, you always know that your or your family member's needs are being met.
Whether you or your loved one is no longer entirely independent or simply needs extra help to enjoy their lives, you can get help in any of the following areas...
Reviewing and paying household bills, and record keeping. Assistance with check writing and checkbook balancing.
Personal bookkeeping and accounting services including records management.
Tax Preparation & Planning
Preparing and filing your income tax return, and tax planning. Tax compliance filing for your household workers.
Peace of Mind
The elderly are prime targets of scammers. With a licensed and trusted professional by your side, the threat of financial scams diminishes.
Retirement Distributions & RMDs
Planning retirement account distributions, safeguard against improper disbursements, and avoid RMD penalties.