To help you maintain financial control and independence as you age, AAA Bookkeeping and Tax Service
offers a variety of services just for seniors called CPA Secure Aging.

These customized and fully confidential financial services will help you enjoy a secure retirement whether
you are living at home or in an assisted living community.

Here are some of the ways we help seniors:

• Review bills to ensure your financial obligations are met
• Write checks for bills that you or your Power of Attorney verify and sign
• Monitor for unauthorized or fraudulent bank or credit card withdrawals or charges
• Receive, account for and deposit your income to maximize your resources
• Prepare a Monthly Financial Transaction Report
• Review investment performance regularly to help preserve your assets
• Pre-plan for yearly federal, estate and gift taxes
• Organize your legal documents

 

                                                                       Click here to visit our CPA Secure Aging website to find out more