Helping Elderly Clients Maintain Independence & Financial Freedom
Kinexus CPAs & Advisors provides planning and support services for aging seniors who need assistance in maintaining control of their finances. Our team of professionals will work with you and/or your relative to ensure their financial management needs are being met.
Our elder care services include the following:
- Specialized tax preparation for aging clients
- Managing financial accounts
- Bank reconciliations and assistance in executing financial transactions
- Bill payment (reviewing and paying household bills, budgeting and record keeping)
- Trust & estate planning and administration