Senior Services
Our Mission to Seniors
To provide professional cost-effective financial support services to senior citizens and their family members, in a relationship of trust, compassion and respect for our clients.
Our Senior Support Services' Clients include:
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Active Seniors
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People whose demanding careers and lives make it difficult to handle their own financial paperwork
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People with medical and physical challenges that make it difficult to keep up with their financial paperwork
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Adult children of a parent who do not have adequate time to manage their parent’s affairs
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Family members following the death of a relative
We provide the following services:
Bookkeeping and Financial Support
- Write checks or manage on-line payments
- Set up and track automatic payments and deposits
- Manage medical bill payments and reimbursements
- Manage tax and insurance payments (including timely filing)
- Prepare and deliver bank deposits
- Balance checking and other financial accounts
- Use Quicken or QuickBooks to track financial and investment accounts
- Prepare financial statements
- Compile documentation for preparation of tax returns by your CPA
- Consolidate and title accounts in compliance with your estate plan
- Prepare payroll checks for home employees and calculate and pay withholding taxes
Organizational Services
- Organize and maintain personal, financial, investment, insurance, and medical records
- Sort and review mail
- Coordinate relevant information among professional advisors
Other Services
- Prepare an inventory and coordinate appraisals of assets
- Refer professionals who can assist with other services (e.g. medical assistance, home organization or downsizing, sale of real estate or personal property)
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