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Elder Care

As your cherished family members get older, they may need some help with their day-to-day financial tasks. Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly. Whether your loved one is no longer entirely independent or simply needs extra help to enjoy their lives, we offer help in any of the following areas...

  • Reviewing and paying household bills, budgeting, and record keeping.
  • Assistance with check writing and checkbook balancing.
  • Making sure money is received, receipted, and deposited.
  • Handling day-to-day financial transactions such as home repairs, routine maintenance, and emergency medical expenses.
  • Planning retirement account distributions and safeguarding 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.
  • Preparing, planning and filing income, trust, gift and estate tax.

Planning for the future is important, and elder care services are crucial to help your elderly family members maintain their independence and financial freedom. Contact us today for more information.

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We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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© The McInnis Company, CPAs, P.L. 2019