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
Very professional, detailed and efficient. We will continue to count on Paramount for our tax and accounting needs.
— James Scholl,
Posted November 14th 2023 on google
Michael is Honest, Reliable, Friendly, and Great at what he does. I highly recommend Him and his team for any Tax or Accounting needs!
— charles giampietro,
Posted November 14th 2023 on google
We have never had an accountant do our taxes before and were referred to Paramount by our friends. Mike was prompt, friendly, professional and made everything so smooth an easy. Feels like I didn’t need to lift a finger to do my taxes this year. He gave us valuable advice and saved us money! Highly recommend.
— Aspen Arnthors,
Posted October 16th 2023 on google
Professional and efficient tax preparation. Guidance and navigating a difficult tax code made SUPER easy! Thank you Paramount!!!
I have been going to Chris to get my taxes done for several years and always very pleased with his services. He is very knowledgeable and professional. I highly recommend their services.
I been doing my taxes with Chris Collins for years, the quality and knowledge of his work is excellent, I’m very pleased with the results, highly recommend.
— felipecris12,
Posted September 29th 2023 on google
Great company to work with
— Dane Levario,
Posted September 26th 2023 on google
Very professional and easy to talk to.
— Alexandra Corona,
Posted September 22nd 2023 on google
My family has been with Fussion Financial for 14 years because of his great customer service. He has given us advice in our taxes and other matters. A great friend to have on your side!
— Michael Bruner,
Posted September 21st 2023 on google
Always a great experience working with Christopher. He always has great ideas and information to assist his clients in getting the most out of their money to prepare for the future.
Andrew was awesome! I think he saved me about $50k on my taxes.
— katierayegibson,
Posted September 15th 2023 on google
It was a valuable meeting with Andrew at Paramount. He provided information to look at our financial situation and consider directions. He addressed our Tax questions, and I am comfortable having Paramount work on our taxes this year.
— Andrew Gruchy,
Posted September 8th 2023 on google
Received Excellent service, and helped me resolve a tax problem, after receiving poor service from an Orange County CPA…
— Kinard Moffatt,
Posted September 6th 2023 on google
Chris @ Paramount has been our tax guy for over 10 years, helping us get tax savy and getting it done on time. His friendly approach and experience really shows, answering our questions and concerns always. Chris & Roxi you Rock!
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.
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