Elderly Care Financial Services in Draper, UT

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 Draper 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 Draper for a free Elderly Care Financial consultation

Elderly Care Financial Draper

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Draper tax preparation

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For reference, my name is Zach Deckard and I had Brian Baity assisting me with my taxes. I must say that he was very friendly and pleasant to work with! I truly feel like I got my maximum return for the first time. So much so, that I'm going to go re-file my previous year's taxes to see what was inevitably missed. Th...
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— Log into Facebook | Facebook, Posted April 30th 2022 on facebook
I have been using this group for years. They are very quick, know what they are doing and I've never been disappointed. Things have always turned out much better than I was anticipating at tax time since using them. I'm a customer for life. Dave and his group are outstanding. I highly recommend giving them a try.
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I’ve been working with Dave and Paramount Tax for 4 years now. Great staff, quick and helpful during tax time, and responsive with tax questions and scenarios throughout the year. I send all my friends looking for tax help their way!
— Austin Nilsson, Posted March 25th 2022 on google
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I have had such amazing care from Paramount. I feel like I am their only customer. This year was a rough tax year with my husband’s passing and they were gracious and so helpful to me with all the odd things I had going on in my finances. They took time to explain things to me, and make sure all my concerns were cov...
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Paramount Experience

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, CPAs - Draper , 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 Draper. So when you ask yourself, "Where can I find accountingbookkeeping services near me?"... think no further than Paramount Tax & Accounting, CPAs - Draper !

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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, CPAs - Draper a call or visit our tax and accountingbookkeeping firm in Draper for a free consultation.

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