Elderly Care Financial Services in Rancho Cucamonga, CA
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 Rancho Cucamonga 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 Rancho Cucamonga for a free Elderly Care Financial consultation
I want to just share my appreciation with Chris, Roxy and the rest of the team for being patient, informative and helpful. They showed professionalism and dedication to helping me and my wife with our business. Thanks again!
I highly recommend Chris Collins and Paramount Tax & Accounting for your tax or accounting needs. Chris has been filing our taxes for over 15 years. And every year we look forward to meeting with him. My parents and all my siblings are also his clients. Chris and his team and professionals, tremendously helpful, wonde...
Absolute easiest tax firm to work with. Been working with Chris and his team for many years and they consistently do a phenomenal job. They always answer any questions I have and never rush the process. Highly recommend Paramount Tax & Accounting.
Andrew is really great at what he does and I'm happy I was able to be paired up with a professional like him. He was able to get me a return that I was not expecting, but I am very appreciative to say the least.
Love Paramount, will never have anyone else do my taxes.
— David J. Lindborg,
Posted March 10th 2023 on google
I've used them to for over 10 years now and wouldn't have it any other way. Efficient and thorough not to mention super friendly. Would highly recommend to anyone.
Love Chris, always great catching up with him. Always takes care of my taxes and offers the best advice. I never have to worry about a thing. If anything goes wrong, which I know never would, I know him and his team will take care of it. Highly recommend
If you go to Paramount you will get the one-on-one care you need. I have been getting my taxes done there for almost 20 years. They are knowledgeable, thorough and always available to help answer any question I have year round. I have always been very pleased with the level of service and value they provide!
— Mark Hernandez,
Posted January 18th 2022 on google
The team at Paramount is the best! They do all the heavy lifting for you, they’re the greatest tax and accounting service around.
— Raymond Gonzales,
Posted March 6th 2023 on google
Great experience!
— Kitty Castle Store,
Posted March 5th 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 - Rancho Cucamonga, 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 Rancho Cucamonga. So when you ask yourself, "Where can I find accountingbookkeeping services near me?"... think no further than Paramount Tax & Accounting - Rancho Cucamonga!
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 - Rancho Cucamonga a call or visit our
tax and accountingbookkeeping firm in Rancho Cucamonga
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
