Let us ease the burden of managing your financial and household affairs. Eldercare is a thoughtfully-designed, comprehensive package of services for seniors which combines traditional accounting services and practical, personal assistance.

We recognize that your life is more than just a balance in a bank book. We'll help you manage your affairs based on an overall understanding of your financial position and lifestyle. Together, we'll establish a "big picture" of your income, your expenses, your investments and assets. We'll take a look at how they fit into your day-to-day world - whether you have a home, car or other property to maintain, business matters to attend to, travel or leisure activities you wish to pursue, estate matters to be dealt with, as well as any special arrangements that relate to health or household care.

 
Our Eldercare practice offers services in the following areas:
Regular home visits and personal contact
Banking, bill-paying and record-keeping
Budget preparation
Filing of forms and applications
Monitoring of investment accounts
Representation with lawyers, landlords, insurance and other agents
Monitoring of private health and home care and providers of household services
Assistance with urgent home and auto maintenance matters
Preparation of personal and estate tax returns
Advice on wills and estate planning
Regular reporting to client and designated family members
 
 

Who We Are & Business Philosphy
| Business Advisory Services | Corporate Financial & Tax Planning | Accounting Systems & Financial Reporting
Personal Tax Planning | Personal Financial Planning | Estate & Succession Services | Eldercare Services | Contact Us