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: