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Financial Management
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Review financial resources |
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Develop financial and tax plans |
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Develop retirement distributions plan |
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Calculate and report cash flow |
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Ensure that money is received, recorded and deposited |
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Reconcile bank, credit and investment accounts |
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Review medical benefits for receipt and accuracy |
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Prepare payroll and tax reports for household help |
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Professional & Personal Services Coordination & Oversight
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Coordinate appointments with attorneys, investment advisors, insurance agents, medical care providers, personal care givers, service agencies |
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Evaluate costs of housing, medical care and other expenses |
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Monitor in-home and assisted care services |
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Records & Documents Inventory, Review, and Maintenance
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Locate and organize personal, financial and legal documents |
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Prepare inventory of personal assets |
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Review documents to assess gaps and address needs |
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Maintain records for taxes, wills, trusts and estates |
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Income Tax Preparation (only in conjunction with other services)
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Prepare state and federal income tax returns for individuals, trusts and estates |
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Gail D. Lowe, CPA, PC | 1600 W University Ave #206, Flagstaff, AZ 86001 | 928-774-0440 | gail@cpa4seniors.com
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