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 Lake Worth 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 Lake Worth for a free Elderly Care Financial consultation
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Amazing experience! Paid so much attention to detail and was very knowledgeable!! Also, great customer service!
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Yvens was such a help during a process that is usually stressful and tedious. His thoroughness and knowledge throughout everything helped me feel reassured. I would recommend him to anyone I know and will continue to use him.
My experience with Paramount Tax & Accounting was amazing! Yvens made filing my taxes this year super easy! I was able to take my time and upload all of my documents remotely, and did not have to meet him until everything was finalized to sign! It was super convenient as I have a very busy schedule! His customer servic...
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Posted January 31st 2022 on google
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Astrid helped me with my taxes recently and I really appreciated how she took the time to explain what I didn’t understand, not trying to rush through the process. I highly recommend her services!
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Posted January 30th 2022 on google
Very professional I definitely recommend this place and will be coming back .
(Translated by Google) Very good quality service and staff very attentive to all the questions I had.
good service and very professional
(Original)
Un servicio de muy buena calidad y su personal muy atento a todas las preguntas que tenía
buena atención y muy profesional
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Posted January 28th 2022 on google
(Translated by Google) The most professional in the world!!!!!! I recommended to EVERYBODY! Thank you Astrid Arboleda for everything!
(Original)
Los mas profesionales del mundoooo!!!!!! I recommended to EVERYBODY! Gracias Astrid Arboleda por todo!
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Posted January 28th 2022 on google
Recommend
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Posted January 28th 2022 on google
Yvens is a wealth of knowledge, couldn't be happier with my tax professional
I enjoyed the great quality of customer service provided here @ Paramount Tax & Accounting. The staff is very professional, reliable, and responsive. I am always assure that my taxes and accounting are in great hands.
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(Translated by Google) Thank you Astrid Arboleda for your services. Very professional and kind.
(Original)
Gracias Astrid Arboleda por sus servicios. Muy profesional y amable.
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(Translated by Google) Very good attention, very professionals, very good price, the warm people
(Original)
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So far so good
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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 - Lake Worth, 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 Lake Worth. So when you ask yourself, "Where can I find accountingbookkeeping services near me?"... think no further than Paramount Tax & Accounting - Lake Worth!
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 - Lake Worth a call or visit our
tax and accountingbookkeeping firm in Lake Worth
for a free consultation.
Why Choose Paramount Tax & Accounting - Lake Worth?
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!
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3-Year Tax Review
