Elderly Care Financial Services in Silicon Valley / Campbell, 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 Silicon Valley / Campbell 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 Silicon Valley / Campbell for a free Elderly Care Financial consultation
Request Appointment Now!
Paramount Tax & Accounting, CPAs - Silicon Valley Central specializes in Employee Stock Options
Elayne helped me incorporate my real estate business. She answered all of my questions and provided valuable advice and consulting that saved me thousands of dollars. I am so glad that I chose Elayne Pace and I feel confident referring her to all of my clients.
I recommend Paramount Tax to anyone looking to remove the stress of filing taxes. The process was straightforward and Elayne was always available to answer any questions.
— Larissa Delgadillo,
Posted March 8th 2023 on google
Elayne was fantastic to work with. Amazing with communication and would take her time to explain things to me and answered any questions I Had.
Recommended from a friend. Elayne was great. Hassle-free tax preparation with a smile. It was convenient to scan in your documents to a secure portal at your leisure, followed by a brief optional meeting to review. Cost for tax prep is on par with others. This business is located in San Jose's Cambrian area.
I highly recommend working with Elayne, in any context. She is responsive, diligent, informed and compassionate. She cares deeply about the individuals she serves and I felt that my family's needs were her utmost priority. Thank you Elayne!
— Lauren Lessard,
Posted November 17th 2022 on google
Elayne at Paramount Tax & Accounting is a true professional and very personable. She can answer and solve complex tax and accounting questions.
— David Bruni,
Posted November 16th 2022 on google
Elayne is honest, dependable and knowledgeable. I love the fact that Paramount has such a deep network to get answers to all your tax questions.
— Margie Beiderman,
Posted November 11th 2022 on google
Thank you Elayne! Your knowledge and attention to detail really helped us!
— Jennifer Fuller,
Posted November 2nd 2022 on google
Very Professional
— Mindy's Home Goods Furnitures,
Posted October 31st 2022 on google
I'm a nonprofit consultant, and I've thoroughly enjoyed working with Paramount Tax on client projects. The service provided is always professional, and high quality, and they are a pleasure to work with, I would 100% recommend to anyone looking for quality services.
Elayne was a delight to work with. I was way behind, she not only was supportive she got me on track, she was prompt with my taxes, her system to upload documents are user friendly! I will definitely be using her for upcoming tax years. She is professional and knowledgeable with great communication.
— Nikki Garland,
Posted October 7th 2022 on google
Elayne Pace is an efficient and capable professional, and an asset to all those that use her for tax advice, and accounting and financial services. She continues to get positive reviews from her clients and not only do they get a skilled expert in the field, they get a compassionate and kind ally.
— Andrea Sprague,
Posted September 29th 2022 on google
Since I have a huge debt with the IRS, taxes, offers in compromise and just knowing which forms apply has always been a challenge. Since Ive met Elayne my struggles are no longer an issue. Her knowledge, suggestions and consistency has enabled me to see light at the end of the tunnel. I have finally found a tax advis...
— Connie Garland,
Posted September 27th 2022 on google
Elayne consistently provides not only courteous, but informed customer service. I appreciate her professionalism, “above-and-beyond” actions, and positive yet pragmatic attitude.
— Dorothy Kinne,
Posted September 27th 2022 on google
I have known Elayne for years, and Elayne is so knowledgeable in these areas. If you need help with tax and accounting related, I strongly recommend Paramount Tax and Accounting.
Elayne is amazing! She is incredibly detail-oriented and can help answer any questions you have. She is easy to work and a highly educated professional. I would recommend her to anyone looking for top tier Tax and Accounting services.
— Dylan Pace,
Posted September 26th 2022 on google
Elayne is a very experienced and dependable individual.
— Azeb Wossen,
Posted September 26th 2022 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, CPAs - Silicon Valley Central, 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 Silicon Valley / Campbell. So when you ask yourself, "Where can I find accountingbookkeeping services near me?"... think no further than Paramount Tax & Accounting, CPAs - Silicon Valley Central!
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 - Silicon Valley Central a call or visit our
tax and accountingbookkeeping firm in Silicon Valley / Campbell
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
