At J&A, we understand the need for a trusted CPA as your cherished family members get older. They may need some help with their day-to-day financial tasks such as balancing a checkbook and paying household bills, which become increasingly difficult for the elderly. We know you could take care of their day-to-day financial tasks, but if you live far away, consider hiring a trusted professional to help. Your loved ones get assistance with their daily finances and business duties and you are kept informed every step of the way. You will be confident your family member’s needs are being met.

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 strive to stay up-to-date with the latest federal and state tax laws and regulations allowing us to help clients minimize their current and future tax obligations. All of our services are tailored to suit our clients’ specific finanical needs.

Are you needing some accounting and tax help?  Contact us today (703) 538-2394 to discuss your needs.