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 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 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 us Paramount Tax & Accounting for more information.
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Paramount Experience
Many people do not know how a professional tax and accounting firm differs from a bookkeeper or tax preparer. The main difference when working with a professional tax and accounting firm, such as Paramount Tax & Accounting, 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 America. So when you ask yourself, "Where can I find Elderly Care Financial services near me?"... think no further than Paramount Tax & Accounting!
Upgrade to Tax & Accounting Firm
Whether you are filing personal taxes or you own a business, if you are not already using a professional tax and accounting firm, you have most likely already missed out on major tax benefits, deductions and credits. This is because a professional tax and accounting firm utilizes licensed professionals such as Certified Public Accountants (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 a call or visit our tax and accounting firm for a free consultation.
Why Choose Paramount Tax & Accounting?
Through dedication to the three underlying principles of professionalism, responsiveness and quality, Paramount is committed to providing outstanding service to our clients.
Find a location near you...
Arizona
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Chandler, AZ
1490 South Price Road,
Chandler, Arizona480-247-6504
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Desert Ridge, AZ
20860 N Tatum Blvd,
Phoenix, Arizona602-315-3679
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Gilbert, AZ (North)
1166 East Warner Road,
Gilbert, Arizona480-691-2030
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Gilbert, AZ (South)
4365 East Pecos Road,
Gilbert, Arizona480-691-2075
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Glendale, AZ
18275 N 59th Ave,
Glendale, Arizona623-267-4223
California
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Campbell, CA
900 E Hamilton Ave,
Campbell, California408-622-0943
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La Mirada, CA
16700 Valley View Avenue,
La Mirada, California626-968-8680
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Rancho Cucamonga, CA
9267 Haven Ave,
Rancho Cucamonga, California909-484-3404
Florida
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Bradenton, FL
1001 Riverside Dr,
Palmetto, Florida941-405-7731
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Doral, FL
7791 NW 46th St,
Doral, Florida786-718-1575
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Lake Worth, FL
2328 10th Ave N,
Lake Worth, Florida561-855-0006
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Weston, Pembroke Pines FL
12555 Orange Dr,
Davie, Florida954-937-1637
Idaho
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Mountain Home, ID
167 NE Beaman Street,
Mountain Home, Idaho208-254-7788
Iowa
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Waterloo, IA
220 W Ridgeway Ave,
Waterloo, Iowa319-493-3640
Nevada
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Henderson / Boulder City, NV
170 S. Green Valley Parkway,
Henderson, Nevada702-757-2080
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Las Vegas, NV (Central)
8170 W Sahara Ave,
Las Vegas, Nevada702-983-0115
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Las Vegas, NV (South)
8275 South Eastern Avenue,
Las Vegas, Nevada702-389-1733
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Las Vegas, NV (West)
8430 W Lake Mead Blvd,
Las Vegas, Nevada702-343-9257
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Moapa Valley, NV
120 N Moapa Valley Blvd,
Overton, Nevada702-583-4936
Texas
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Katy, TX
24044 Cinco Village Center Blvd.,
Katy, Texas877-335-0661
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Plano, TX (West)
7950 Legacy Drive,
Plano, Texas972-737-6744
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Sugar Land / Richmond, TX (North)
15500 Voss Road,
Sugar Land, Texas346-291-3378
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Sugar Land / Richmond, TX (South)
77 Sugar Creek Center Blvd,
Sugar Land, Texas832-856-1769
Utah
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Bountiful, UT
190 N Main St,
Bountiful, Utah801-683-9734
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Cottonwood Heights, UT
101 E 7200 S,
Midvale, Utah385-529-0814
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Draper, UT
12481 S. Fort St.,
Draper, Utah801-890-4777
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Herriman, UT
13212 S Woods Park Dr,
Herriman, Utah385-312-9192
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Lehi, UT
3450 N. Triumph Blvd.,
Lehi, Utah801-753-5767
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Orem, UT
1441 South 550 East,
Orem, Utah801-893-8535
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Provo, UT
180 N University Ave,
Provo, Utah801-669-9189
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Salt Lake City, UT
136 East South Temple,
Salt Lake City, Utah801-683-4969
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Sandy, UT
9295 S 1300 E,
Sandy, Utah385-501-1904
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Saratoga Springs, UT
1305 N Commerce Drive,
Saratoga Springs, Utah801-683-4967
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South Jordan, Riverton UT
10808 S. River Front Parkway ,
South Jordan, Utah801-984-2038
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St. George, UT
1283 E. Galilee Way,
Washington, Utah435-565-6700
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Sugar House, UT
2150 S 1300 E,
Salt Lake City, Utah385-501-2045
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West Jordan, UT
8823 S Redwood Road,
West Jordan, Utah801-899-3350
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West Valley, UT
3624 West Bawden Ave,
West Valley City, Utah385-900-8046
Virginia
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Richmond, VA (East)
7300 Hanover Green Drive,
Mechanicsville, Virginia804-424-0594
