Elderly Care Financial Services in Desert Ridge / Cave Creek, AZ
Elderly Care Financial Services
As your cherished family member gets 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 can sometimes become increasingly difficult for the elderly.
You could take care of their day-to-day financial tasks yourself, if you have the time and live close. But if you don't, you may want to consider hiring a professional financial advisor in Desert Ridge / Cave Creek to help.
With our elder care services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for your parents or grandparents best interest.
Your loved ones get assistance with their daily finances and business duties and you 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 and checkbook balancing.
Making sure money is received, receipted, and 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.
Preparing, planning and filing income, trust, gift and estate tax.
Providing referrals to local services and agencies.
Assessing proper level of care.
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 one of the top accountingbookkeeping firms in Desert Ridge / Cave Creek for a free Elderly Care Financial consultation
Dave did a great job working on my personal return and making sure I got the most money back. Additionally, he was able to fix and correct a previous year issue caused from a mistake by a previous accountant . Would definitely recommend him.
— Jonathan Firouzi,
Posted May 15th 2023 on google
Dave at Paramount Tax and Accounting is awesome! This was my first year with a small business and he totally helped with the process before filing and during! He did a great job and was patient with all of my questions! I would recommend Dave to anyone I know!
Dave is great at what he does! Very knowledgeable and helpful for all your tax and accounting needs! Highly recommend!
— Carrie Tuomala,
Posted March 29th 2023 on google
Excellent experience working with Dave. He was very efficient, professional and easy to work with. He provided valuable advice that will make a positive difference for us in future years.
Our first experience with Paramount Tax and Accounting. Dave was very professional, efficient and took the time to answer all our questions as new AZ residents. We look forward to working with him in the future and would recommend his services.
Dave was so kind and professional. I am confident in his abilities and thrilled to have 2022 taxes done!!! Thanks Dave
— Margaret Weber,
Posted March 10th 2023 on google
I can't say enough great things about Dave and Paramount Tax. Dave was amazing - very professional and helpful on so many levels. You're in good hands with this company.
— Trisha Dumas,
Posted January 27th 2023 on google
Dave was amazing! Very thorough and explained the process clearly for myself and my husband.
Dave was great, helped us with our business and personal taxes!
— Darrell Power,
Posted February 22nd 2023 on google
It was super easy and stress-free filing my taxes with Dave this year! He went through all of the information with me to make sure everything was correct and that I understood the process. Zero complaints and will definitely be going back to Dave next year!
Super friendly and knowledgeable, Paramount provided expert guidance and advice for our family and business interests. We highly recommend Paramount Tax & Accounting.
I'd recommend working with Dave Brown. Dave is a perfect fit for our real estate business. He was able to easily navigate the nuance of our small company to make the whole experience easy and financially beneficial.
— Mike Kolbrener,
Posted January 18th 2023 on google
I’ve had many accountants over the years, but Dave is by far the best.
Great communication,he is a great asset to any business owner.
— Reservations Rockyrental,
Posted January 17th 2023 on google
Free
3-Year Tax Review
We review 3 years back to find errors / missed deductions.
Many people do not know how a professional tax firm differs from a tax preparer. The main difference when working with a professional tax and accountingbookkeeping firm, such as Paramount Tax & Accounting - Desert Ridge, is that our firm utilizes the services of CPAs, EAs, and Attorneys who are distinguished from other finance professionals by stringent qualification and licensing requirements.
Paramount has worked hard to create relationships to deliver the value that our clients expect. In fact, our goal is to be the No. 1 Elderly Care Financial firm in Desert Ridge / Cave Creek. So when you ask yourself, "Where can I find accountingbookkeeping services near me?"... think no further than Paramount Tax & Accounting - Desert Ridge!
Whether you are filing personal taxes or you own a business, if you are not already using a professional tax and accountingbookkeeping firm, you have most likely already missed out on major tax benefits, deductions and credits. This is because a professional tax and accountingbookkeeping firm utilizes licensed professionals such as CPAs, EAs and Attorneys, who can not only advise individuals on personal financial matters but who are qualified to advise businesses, financial institutions, nonprofit organizations and government agencies on a wide range of financial topics.
Our strict standards ensure that we understand the complicated tax laws and how to implement strategies that return the most benefits to individuals and businesses. Give Paramount Tax & Accounting - Desert Ridge a call or visit our
tax and accountingbookkeeping firm in Desert Ridge / Cave Creek
for a free consultation.
Through dedication to the three underlying principles of professionalism, responsivenessandquality, Paramount is committed to providing outstanding service to our clients.
Paramount Tax is now offering financial and tax franchises across the US!
Free
3-Year Tax Review
