Eldercare Services
The firm of Jim Davis, CPA has provided services to senior citizens for more than 25 years. With an office in a service oriented retirement community, we have seen the needs many senior face as they age. We can assist you in managing your financial matters - from paying bills and reconciling bank accounts to estate and tax planning. We want to work closely with you to support your quality of life as you age.
The firm of Jim Davis, CPA can assist your organization with the following elder care services:
- Preparing and recording payments and deposit
- Reconciliation of banking, credit and investment accounts
- Preparation of domestic payroll (housekeeper, gardener, nurse, etc.)
- Organization and maintenance of files/records
- Provide unaudited financial statement or other reports as requested
- Income tax preparation and planning
- Preparation of asset listing for estate attorney/personal representative
- Assistance in health care arrangements with family or attorney
- Coordination of meetings among care providers, attorneys, advisors and/or family members
- Review Social Security and other retirement benefits and payments
- Coordination with your legal representative
- Reconciliation of Medicare and private health plans
Services
- » Bookkeeping / Payroll Services
- » Accounting Software Assistance
- » Financial Statement Preparation and Analysis
- » Budget Preparation and Monitoring
- » CFO Services
- » Payroll Preparation
- » Investment Advisory Services
- » Insurance Planning Services
- » Retirement Planning
- » Estate Planning
- » Financial Forecasts & Projections
- » College Financial Planning