Plan Ahead with Elder Care Tax Services
As people age, there are often more tax and legal considerations to discuss. For instance, there are senior credits and deductions that may or may not apply. Examples of these deductions include:
- Long-term care
- Assisted living expenses
- Medical care expenses
- Credit for the elderly or disabled
- And more
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Comprehensive Financial Planning and Tax Services for Aging Clients
In addition to tax deductions and credits, it is important to plan for the future. Too often, planning for declining health and cognitive abilities is neglected and when in a crisis, a family’s only recourse is through a court of law. To prevent this, our tax firm can refer clients to knowledgeable attorneys who can address issues such as preparing wills, assigning powers of attorney, and creating trusts. Working together with the chosen attorney, Robert Hall & Associates provides a special service to our aging clients, or to clients with family members who need assistance with their daily financial tasks. These tax services include:
- Specialized tax preparation for older clients
- Bank reconciliations and assistance in executing financial transactions
- Coordinate the payment of bills and write checks
- Prepare payroll and payroll tax returns for household employees
- Assist with trust and estate administration
Trusted by American Businesses and Individuals
Eileen Petroski2024-08-21Im really looiking forward to doing business with Nicole at Robert Hall, she really took the time with me to get to know and understand my business and help me save money on my taxes and earn money in the market, i feel very relieved
Jodi Tija2024-08-11Tony Watson is a wonderful accountant he is very professional and friendly. We know we are in good hands with Tony!
Alan Temps2024-07-31I had a phone consultation Mike at R. Hall & Assoc. on various aspects of taxes. Mike is very personable and definitely knows his stuff. He answered all of my questions and gave me confidence on how to proceed regarding my trust, business and taxes.
Annie2024-07-10had a great initial consult with Nicole, excited to start working with her on tax strategy!
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Professional Senior Tax Services Ensure Peace of Mind
Getting older or dealing with aging family members is not always easy; our tax professionals will do their part to ensure that the senior years run as smoothly as possible. Call us today at 818.242.4888 to discuss how our elder care tax services can benefit you and your family.