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About Steele Martin Jones & Borgognoni, CPA
Contact Steele Martin Jones & Borgognoni,
CPA
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CPA ElderCare
Services
Steele Martin Jones & Borgognoni, CPA has
recognized that as America
ages, many elderly persons in the West Tennessee
area no longer have family members nearby or available to assist them with
independent living. Our CPA ElderCare Services
brings together the trust you have in our profession with your family's
need to assure that the daily and long-term financial needs of your elderly
family member are being met. Our staff and your responsible family member
will specifically identify the services that you wish our firm to provide.
These services include the following:
- Assess and evaluate the
desires and goals of the client and family to facilitate decision
making
- Record receipts and
deposits and account for income, providing assurance that expected
revenues are received
- Review and pay bills and
assess transactions for reasonableness
- Monitor investments and
accounting for the client's assets in conjunction with your investment
advisor
- Income Tax and Trust Tax
Return preparation, along with planning for the minimum amount of tax
required
- Provide information for
handling unusual or unexpected situations
- Prepare payroll and tax
filings for household employees and independent contractors
- Report to client and family
on monthly activities, including complete accounting for all financial
transactions
- Work with your insurance
professional to provide appropriate long-term care, Medicare/Medigap, and life insurance recommendations for
the preservation of assets
- Coordinate with your other
service providers for minor home repairs, routine maintenance, etc.
- Provide referrals to local
services and agencies (examples: health, legal, financial, and home
care)
The
frequency of contact with our client (ranging daily to monthly) should be
discussed. We also look forward to discussing our CPA internal controls and
money manager limitations.
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