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Accounting Day-San Diego
Monday, May 13, 2019


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Special Elder Care CPA Services

Much of my work with the senior clients is the traditional income tax, trusts, some business and, in some cases, the related accounting. There are many other services that are needed or requested by the clients or their loved ones. These services need the help of a caring, honest and knowledgeable professional. You need someone on your team, looking out for your parents or loved one's best interest.

Your loved one receives assistance with their daily finances, business and related duties, and are kept informed of every step we make. That way, you always know that your family member's needs are being met.

Whether your loved one is no longer entirely independent or simply needs extra help to enjoy their lives, you get help in any of the following areas:
  • Reviewing and paying household bills, budgeting, and record keeping
  • Assistance with check writing, online banking and checkbook balancing
  • Making sure money is received, receipted, and properlty and timely deposited
  • Offering second opinions regarding household issues and unexpected situations
  • Handling day-to-day financial transactions such as home repairs, routine maintenance, and emergency medical expenses
  • Planning retirement account distributions and safeguard against improper disbursements
  • Organizing and reviewing personal, financial, and legal documents to determine what needs to be addressed
  • Preparing an inventory of personal assets and investments
  • Identifying and planning their retirement income, needs, and goals
  • Determining current and long-term cash flow needs by analyzing income and expenses
  • Addressing questions about lifestyle, Social Security, pensions, Medicare, and long-term insurance
  • Monitoring investment portfolio and other assets in conjunction with their investment advisor
  • Providing back office support for private foundations Foundation Resource Team
  • Preparing and filing income, trust, gift and estate tax returns and any needed related planning
  • Providing referrals to local services and agencies
  • Arranging proper level of care, transportation, and caregiver assessment
Dealing the with present is important and should not be ignored. Planning for the future is important too. I help you with a balance between the two. Professional elder care services are crucial to help your elderly loved ones maintain their independence and financial freedom. Use the form on the Contact Us page to reach us and for more information.

The above services are all directly related to the aging client's needs. It is very important to note that I don't alway perform these services for the client. Where appropriate, I will refer the client to what I feel is the best professional for the particular situtation. For example, within my Eldercare Resource Team is a very qualified money manager, a professional who helps with bill paying, monitoring the cash balances and other service mentioned above. After meeting with and assessing the true needs, including the best personality fit, there is good chance she will be best fit. Another example is when issue arise that are outside the realm of the financial arena, such as assistance in moving to a new facility, "having that discussion" with mom, etc. One of our members is a more than qualified professional care manager and she would have that part of the services.

In other words, I, as the CPA and the independent professionals I work with, will ensure the best approach and elder care professional to meet your needs. We truly work with a team approach.

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