With life expectancy increasing and the seniors wanting to stay home if possible, it is important to get all the services that meet their needs. Finding a reliable CPA that values your elder’s financial needs like trust accounting, tax and estate planning, and tax preparation, can be challenging.
In response to these needs and our desire to support the seniors, SCAA developed “Personal Accountant Support Services” or P.A.S.S. program. We offer a broad range of personalized P.A.S.S. packages to meet the various level of needs required by seniors. We come to your home, help organize your paperwork, and set up a filing system to keep track of your income, investments, expenses and other important documents. We strive to provide you and your love ones the support you need to organize your financial records without being intrusive, and minimize the risk of losing important documents. We keep track of your financial and investment activities, and conduct review of routine financial and legal documents/transactions to determine what needs attention. We prepare income tax, estate and trust income tax, and gift tax returns.
You can count on our friendly team of professionals to provide you and your loved ones with sincere and compassionate care that will give you the much-needed peace of mind. Our focus is to deliver tax and record-keeping services in a professional, independent, and objective manner to the seniors, their children, family members, or other concerned parties.
With our reputation for quality-service and the high level of trust we enjoy as tax and accounting professionals, plus our commitment and enthusiasm to work with seniors, you can count on us.