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
Leon Thomasian2024-05-15My wife and I have decided to file our taxes with the Robert Hall firm and it has been a really pleasant experience - from the reception, to the service, to the knowledgeable and valuable input they give to their clients. It is worth every penny and I will continue filing through them in the coming years.
HAKU AINA PROPERTIES INC2024-05-11I was referred to Tony Watson at Robert Hall & Associates by our good friends. Our Business and personal tax situations are complicated. Tony has guided us through the best ways to maximize our tax savings. He is very experienced, knowledgeable, and efficient. I was informed and prepared for next year tax direction. I look forward to file our next year taxes with him again.
Tim2024-05-10I had a complimentary tax consultation, and was very impressed. Based on the consult, I'm signing up with them. While they are focused on minimizing your taxes, they are also straight-forward when it comes time to saying "No" to a particular strategy if it's just not sound. I really appreciate that.
Mike Mayes2024-05-09I had a complimentary phone meeting with Candice and she was FANTASTIC! My partner and I had a few questions about minimizing our taxes and she thoroughly and expertly answered them all. She recommended that we stick with TurboTax until we have a more complicated tax situation. What a breath of fresh air to get that honesty. Thank you Candice! We’ll be back when we’re making more money or when I start my own business.
Wali2024-04-23I had an initial appointment and they took the time not only answering them but explain all the questions I had. Very professional and courteous I must say!
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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.