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[ Tax Accounting Group ]
Personal Financial Services Program
The Tax Accounting Group Personal Financial Services Program is designed to assist seniors and others in need of organizational and personal financial management activities. The program responds proactively to the unique needs of an aging population. Services to this population segment are tailored for each client and often include tax preparation and planning, management and reconciliation of accounts, bill paying, and regular reporting to the client and/or authorized family members and advisors.
Key benefits of this program include:
- Essentially eliminates the tedious and time-consuming process of monthly bill paying, mail sorting, bank and financial account reconciling and filing;
- Dramatically improves the efficiency of collecting and organizing tax information;
- Conveniently coordinates activity between bankers, brokers, investment advisors and lawyers;
- Timely reviewing, completing and submitting medical and related forms including monitoring of reimbursements; and
- Essentially eliminates unwelcome financial intrusion, frustration, confusion, anxiety and surprises.
- Organizing files and tax records;
- Reviewing and sorting incoming mail;
- Monthly bill paying;
- Reconciling bank and financial statements;
- Recording and/or tracking medical expenses;
- Submitting medical claim forms and monitoring medical reimbursements;
- Providing income tax planning and return preparation;
- Providing gift tax return preparation;
- Preparing employment tax returns for caregivers and other household help; and
- Reviewing and summarizing reports from fiduciaries.
For More Information
For additional information, please contact Michael A. Gillen, CPA, CFE, Director of the Tax Accounting Group.