Elder Care Services are simply traditional CPA services but tailored to to a specific demographic.

• Income tax services
  -The issues related to the aging population can be different and unique
  
  
• Trust Accounting and Tax Services
  
  
• Private Foundation accounting and back-office support
  -managing grant requests and related time consuming tasks
  -continuous monitoring to ensure 5% distribution compliance
  -Foundation Resource Team
  
  
• Elder Abuse and Forensic Accounting
  -Just one example is tracing trust fund monies paid to improper payees
  
  
• Charitable Giving
  -Everything from simple gifts to charity to tax and estate planning and
     contributing appreciated assets to charities, Charitable Remainder
     Trusts, Charitable Lead Trust, etc.
  
  
• Online Services
  -Online document storage with the purpose of having them available to
     all concerned, such as familiy members, care givers, attorneys, etc.
  -Online check book or other financial accounting
  -One purpose would be to make this information
     available to all concerned. Instant updating. Enter once, it's done
  -No mailing or emailing reports after the fact.
  -All online services are fully secure.
  
  
• This is only a partial list of Elder Care services.

Elder Care services not offered:

I do not get directly involved in services such as care giver, long term care insurance, care facility oversight, preparing legal documents. There are many qualitified professionals who specialize in these services. I have a complete network of individuals that I can refer you to for such services.

Elder Care Resource Team