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
- Elder Financial Abuse and Forensic Accounting
- 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
- 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
-Mailing or emailing reports after the fact in greatly reduced
since everyone has access at any time.
-All online services are fully secure.
- Eldercare Education for seniors and their families and Eldercare Professionals
through the:
Eldercare Education Institute
Jim is one of the founders and is an active member in the Institute.
Elder Care services not offered:
I do not get directly involved in services such as caregiver, long term care insurance, care facility oversight, preparing legal documents. There are many qualified 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
