Tel : 626.765.4449

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  • Reviewing and processing household bills, budgeting, and record keeping
  • Processing household employee payroll
  • Home Visits to collect billings or obtain signatures
  • Ensuring that money is received, receipted, and deposited
  • Organizing and reviewing personal, financial, and legal documents to determine what needs to be addressed
  • Preparing an inventory of personal assets and investments
  • Reconciliation of banking, credit, and investments accounts
  • Evaluation of alternative costs of retirement communities and other housing options
  • Personal records management services
  • Filing applications for veterans, county, and Medicaid benefits
  • Determining current and long-term cash flow needs by analyzing income and expenses
  • Monitoring investment portfolio and other assets in conjunction with their investment advisor
  • Estate and Trust Tax Preparation
  • Elder Law Tax Issues
  • Personal Income Tax Preparation

What Does Elder Care Involve in a Financial Setting?


Why Use a CPA to Provide Elder Care Planning Services?

Elder Care Services

The accounting profession is about Integrity, expertise, accountability and confidentiality.  I do not sell investments.  These services become another part of planning your financial future and realizing the tax implications of choices you make.


Elder care planning services are for both the senior clients and their children (as caregivers) and can provide the resources, strategies, and solutions to assist them in addressing the issues of long-term care. I have built a network of professionals with knowledge and experience including elder law planning attorneys, retirement communities, care managers, and other senior care professionals to assist you.

Issues associated with long term care which I address may include but are not limited to income tax issues, estate planning issues, evaluation of healthcare financing options, analyzing and monitoring income and expenses, and protecting family wealth. I have been involved with this process and have been working through these exact issues with my family.

© 2015 Mary Ann Heidsman, CPA