Paying bills and other routine financial tasks can become a challenge for seniors. If you have aging parents or relatives in this situation but you don’t have time or live too far away to monitor their finances effectively, turn to Mark E. Feinsot, CPA. We take pride in organizing and maintaining financial records for our elderly clients. As experienced CPAs we’ll act as your loved one’s personal financial advisor so you can feel confident that their money is in good hands. In addition to budgeting, reconciling bank statements, and basic bookkeeping, we can also review legal documents, plan retirement account distributions, and much more.
We realize that different people require different levels of financial care depending on their needs and circumstances. That’s why we create a custom package of services around the needs of each individual. Contact us today at (212) 631-0320 or request a consultation through our website to learn more.