Elder Care Planning

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

The financial aspects of caring for an aging parent or family member are often more than most individuals can take on. When day-to-day tasks-bill paying, balancing a checkbook or responding to an emergency need such as home repairs or emergency medical expenses-become more than your loved one can handle, you can rest assured knowing that our elder care experts are here to take care of these things for you and for them.

We become a member of YOUR team, helping you to look out for the best interests of your loved one, and we report to you every step of the way.

Our services span the entire gap of financial needs, everything from day-to-day managing of the check book and general bill paying services to preparing an inventory of personal assets and investments.

Feel free to ask us about our services in…

  • Personal bookkeeping; including household bill payment, budgeting and records management.
  • Managing income receipts, deposits and disbursements.
  • Offering assistance and advice for dealing with unexpected household financial issues and emergencies.
  • Coordinating day-to-day financial transactions such as repair services, maintenance and medical expenses.
  • Identifying retirement needs and goals, as well as managing retirement account disbursements.
  • Help monitoring investment portfolios and working in conjunction with investment advisors to maintain assets.
  • Organizing and reviewing personal, financial, and legal documents to help assess what remains to be addressed.
  • Analyzing income and expenses to determine long-term financial goals and needs.
  • Providing answers to questions about social security, pensions, Medicare, insurance benefits and other concerns regarding elder well-being.
  • Tax preparation, filing, gifts, and estate taxes and planning services.
  • Referrals and connections to local service agencies and assistance services.

It doesn’t matter if your loved one simply needs a little assistance to remain independent or substantial help managing their finances as they age, we provide services to cover the whole spectrum of elder needs. Contact us today for a FREE consultation.

Let Us Help:

The New Congress and Your Inland Empire Business

This time of year means big things for Inland Empire businesses like yours… and big-red-bow-on-top opportunities thanks to the post-Thanksgiving, pre-Christmas buying euphoria. Early indicators are that this has been a tepid start to the consumer holiday season,...

Inland Empire Businesses choosing to live out of a place of gratitude

This week is an opportunity.To comfort ourselves away from the noise of our clamoring-for-attention society with good food and (mostly?) good company ... for sure.But also, to pause. There's not many opportunities for that as a Inland Empire business owner (without...

Our (Early) End of Year Checklist for Inland Empire Businesses

When I think about the holiday season, I think "calm before the storm." That's because in my profession, once mid-December hits, we're scrambling to handle EOY matters. And then when the new year strikes, we're holding our breath for a few weeks ... and then tax...

Changes to Your Inland Empire Business’s Social Security Payroll Taxes

Have you recovered from the electoral drama yet?Allow me to quickly remind you: No matter how you’re feeling about these results, what matters MOST is how you operate that which is under YOUR control.And I say that as somebody whose entire work is driven by decisions...

Which Bills to Pay First in Your Inland Empire Business

Holiday creep. It’s real.Here we are in early November, and it feels like Christmas decorations and other holiday chicanery have already been upon us.Inland Empire retailers are buckling in for what looks to be a rough shopping season, given current economic factors…...

When a Local Inland Empire Business Is Shutting Its Doors

This might not apply to you.So it could just be something to file away for the future.But I’m hearing enough rumblings from other accountants and seeing some of the signs … SMB owners could be in for a tough ride over the next little while and that could mean any...

Can Inland Empire Businesses Still Get the Employee Retention Credit?

Everybody keeps saying we’re slowly leaving the pandemic behind – and for Inland Empire businesses, that means that pandemic tax relief is disappearing, too. But can you still qualify for one of the most popular of the Covid-related federal breaks: the Employee...

The Hiring Tips Your Inland Empire Business Needs

It seems like everywhere SMBs and retailers are short-staffed (and hiring). At the same time, with high inflation plaguing the country, other businesses are in the middle of layoffs.It seems as if these two realities would meet together, and establish an economic...

All About the SSBCI for Inland Empire Business Owners

Fill in the blank: It takes a village to ______.While you’re probably thinking of child-rearing right now, I’d like to suggest that it applies to your Inland Empire small business as well. And particularly during inflationary times. The 2020 world made it painfully...

Inland Empire SMBs: Note These Changing Business Tax Deductions

This year has been a rollercoaster for Inland Empire business owners like you. Heck, the last few years have been. After all of the junk in 2020 and 2021, “inflation” and “supply chain shortages” have been the recent flavor of our wild ride together. Though that said,...

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!

Contact Us