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Accounting Day-San Diego
Monday, October 25, 2021


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Individual Income Taxes

Beginning in 2016 I am no longer accepting new tax clients unless there are specific issues that I can assist with within my expertise.

A nitch within my CPA practice is working with seniors and the aging population primarily with elder financial abuse, forensic accounting and related services.

With today's growing senior population and the increasing aggressive sales strategies for financial and related products, I see more and more fraud and financial abuse in these tax returns. This is not fraud by the client/taxpayer, it's fraud and financial abuse in the product sold. Some of this is illegal but much of it is legal, but improper or inaapropriate for the particular situation. Addtionally, these financial produces are be sold to individuals at ever increasing younger ages.

For seniors living in independent living or similar facilities I come to you. We meet at your facility saving you the transporation worries. There is no charge for the driving time

Many times I'm working with the senior's adult children or a separate elder care professional.

Jim Colville, CPA, CFE San Diego, CA
Certifiend Public Accountant
Certified Fraud Examiner
Elder Fraud and Financial Abuse and Forensic Accounting Services