Elder Care Planning

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

The financial aspects of caring for an aging parent or family member are often more than most individuals can take on. When day-to-day tasks-bill paying, balancing a checkbook or responding to an emergency need such as home repairs or emergency medical expenses-become more than your loved one can handle, you can rest assured knowing that our elder care experts are here to take care of these things for you and for them.

We become a member of YOUR team, helping you to look out for the best interests of your loved one, and we report to you every step of the way.

Our services span the entire gap of financial needs, everything from day-to-day managing of the check book and general bill paying services to preparing an inventory of personal assets and investments.

Feel free to ask us about our services in…

Personal bookkeeping; including household bill payment, budgeting and records management.
Managing income receipts, deposits and disbursements.
Offering assistance and advice for dealing with unexpected household financial issues and emergencies.
Coordinating day-to-day financial transactions such as repair services, maintenance and medical expenses.
Identifying retirement needs and goals, as well as managing retirement account disbursements.
Help monitoring investment portfolios and working in conjunction with investment advisors to maintain assets.
Organizing and reviewing personal, financial, and legal documents to help assess what remains to be addressed.
Analyzing income and expenses to determine long-term financial goals and needs.
Providing answers to questions about social security, pensions, Medicare, insurance benefits and other concerns regarding elder well-being.
Tax preparation, filing, gifts, and estate taxes and planning services.
Referrals and connections to local service agencies and assistance services.

It doesn’t matter if your loved one simply needs a little assistance to remain independent or substantial help managing their finances as they age, we provide services to cover the whole spectrum of elder needs. Contact us today for a FREE consultation.

Let Us Help:

Does the Tariff Refund Process Apply to My Connecticut Business?

Key TakeawaysOnly the Importer of Record (IOR) or an authorized customs broker can claim a refund. If a carrier like UPS or FedEx is the IOR, you must coordinate with them rather than filing directly with the CBP. Refunds are exclusively for IEEPA-related...

How to Prevent Tax Debt for Connecticut Business Owners

Key TakeawaysBusiness tax debt starts when tax money gets used to solve a cash flow problem somewhere else in the business. Payroll tax debt is especially dangerous because the IRS can sometimes hold owners and other responsible parties personally liable...

The 2026 Business Mileage Rate vs The Standard Expense Method For Your Connecticut Business Vehicles

Key TakeawaysThe IRS business rate for 2026 is 72.5 cents per mile, a 2.5-cent increase from the previous year. To keep your options open, you must choose the standard mileage method in the first year your vehicle is used for business. If you start with...

Common Bookkeeping Mistakes That Make Tax Filing Harder For Connecticut Business Owners

Key Takeaways Missing documentation shifts the burden of proof to you. Without a receipt or digital log, the IRS can legally disallow business deductions, resulting in higher taxable income and unexpected penalties.Commingling personal and business funds is...

What Is A Notice Of Federal Tax Lien, And Can It Cost Connecticut Taxpayers Their Jobs?

Key TakeawaysFederal law protects you from being fired because of an IRS wage levy. A tax levy takes from your wages. A federal tax lien secures the IRS’s claim against your property. A wage levy can still create workplace tension and cash flow...

Remote vs In Person Work Setup for Connecticut Employers

Key TakeawaysRemote work can lower overhead, expand your hiring pool, and improve flexibility. But it can also create multi-state tax and payroll compliance issues. In-person work can improve training, supervision, and team cohesion, but it often comes with...

How Long Can Employers Keep Employee Records? A Record Retention Guide for Connecticut Small Business Owners

Key TakeawaysHow long you keep a document depends on what it is, which law applies, and sometimes your state’s rules as well. A practical baseline is to keep general personnel records for at least two years, payroll tax records at least four years, benefits...

Can My Tax Refund Be Garnished? Answers from a Trusted Connecticut Tax Pro

Key TakeawaysYour federal tax refund can be taken to pay certain debts, including past-due federal taxes, state taxes in some cases, child support, and other qualifying government debts through the Treasury Offset Program. Private creditors generally cannot...

Customer Relationship Management Tools List For Connecticut Small Business Owners

Key TakeawaysA CRM (Customer Relationship Management) tool centralizes leads, customer communication, and deal tracking in one platform. Most small businesses need a CRM when manual tracking leads to missed follow-ups or a lack of visibility into sales...

The Best Time Management Software for Your Connecticut Small Business

Key TakeawaysEffective time management is about implementing scalable systems that reduce administrative friction, not micromanaging employees. Most businesses struggle in one of three specific areas: project management, time tracking, or...

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!