At J&A, we understand the need for a trusted CPA as a cherished family member gets older. Whether they need help with financial tasks such as balancing a checkbook or paying household bills, consider hiring a trusted professional to help loved ones get assistance with their daily finances and business duties.

Some of the planning and services we provide for the elderly are:

Elder Planning:

  • Estate planning
  • Evaluating housing and care alternatives
  • Providing third-party assistance for the client
  • Supervising of investments
  • Accounting for the estate
  • Preparation of trust and gift tax returns

Elder Services:

  • Reviewing and paying bills
  • Making sure monies are received, receipted and deposited
  • Household bill budgeting and record keeping
  • Checkbook / bank reconciliations
  • Preparing an inventory of personal assets and investments
  • Preparation of personal income tax returns

Our Service Approach

At J&A, we stay up-to-date with the latest federal and state tax laws and regulations allowing us to minimize our clients’ current and future tax obligations. All of our services are tailored to suit our clients’ specific financial needs.

Contact us today at (703) 538-2394 for accounting and tax assistance.