skip to Main Content
(561)622-1974

Services For Individuals
Elder Care

Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of
professionalism, responsiveness and quality.

Need Help ?

Address: John W. Boyer CPA, PA
3300 PGA blvd, Suite 625
Palm Beach Gardens, FL 33410

Phone: (561)622-1974
FAX: (561)622-1918
Email:

Free Consultation

Contact us today for more information.

    Creating Elder Freedom!

    As your cherished family member gets older, they may need some help with their day-to-day financial tasks. Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly.

    You could take care of their day-to-day financial tasks yourself, if you have the time and live close. But if you don’t, you may want to consider hiring a professional to help.

    With our elder care services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for your loved one’s best interest.

    Your loved ones get assistance with their daily finances and business duties and you are kept informed of every step we make. That way, you always know that your family member’s needs are being met.

    Whether your loved one is no longer entirely independent or simply needs extra help to enjoy their lives, you get help in any of the following areas…

    • Reviewing and paying household bills, budgeting, and record keeping.
    • Assistance with check writing and checkbook balancing.
    • Making sure money is received, receipted, and deposited.
    • Offering second opinions regarding household issues and unexpected situations.
    • Handling day-to-day financial transactions such as home repairs, routine maintenance, and emergency medical expenses.
    • Planning retirement account distributions and safeguard against improper disbursements.
    • Organizing and reviewing personal, financial, and legal documents to determine what needs to be addressed.
    • Preparing an inventory of personal assets and investments.
    • Identifying and planning their retirement income, needs, and goals.
    • Determining current and long-term cash flow needs by analyzing income and expenses.
    • Addressing questions about lifestyle, Social Security, pensions, Medicare, and long-term insurance.
    • Monitoring investment portfolio and other assets in conjunction with their investment advisor.
    • Preparing, planning and filing income, trust, gift and estate tax.
    • Providing referrals to local services and agencies.
    • Arranging proper level of care, transportation, and caregiver assessment.

    Planning for the future is important, and elder care services are crucial to help your elderly family members maintain their independence and financial freedom.

    Creating Elder Freedom!

    As your cherished family member gets older, they may need some help with their day-to-day financial tasks. Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly.

    You could take care of their day-to-day financial tasks yourself, if you have the time and live close. But if you don’t, you may want to consider hiring a professional to help.

    With our elder care services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for your loved one’s best interest.

    Your loved ones get assistance with their daily finances and business duties and you are kept informed of every step we make. That way, you always know that your family member’s needs are being met.

    Whether your loved one is no longer entirely independent or simply needs extra help to enjoy their lives, you get help in any of the following areas…

    • Reviewing and paying household bills, budgeting, and record keeping.
    • Assistance with check writing and checkbook balancing.
    • Making sure money is received, receipted, and deposited.
    • Offering second opinions regarding household issues and unexpected situations.
    • Handling day-to-day financial transactions such as home repairs, routine maintenance, and emergency medical expenses.
    • Planning retirement account distributions and safeguard against improper disbursements.
    • Organizing and reviewing personal, financial, and legal documents to determine what needs to be addressed.
    • Preparing an inventory of personal assets and investments.
    • Identifying and planning their retirement income, needs, and goals.
    • Determining current and long-term cash flow needs by analyzing income and expenses.
    • Addressing questions about lifestyle, Social Security, pensions, Medicare, and long-term insurance.
    • Monitoring investment portfolio and other assets in conjunction with their investment advisor.
    • Preparing, planning and filing income, trust, gift and estate tax.
    • Providing referrals to local services and agencies.
    • Arranging proper level of care, transportation, and caregiver assessment.

    Planning for the future is important, and elder care services are crucial to help your elderly family members maintain their independence and financial freedom.

    We Are Everywhere
    Contact Us

    Address
    John W. Boyer CPA, PA
    3300 PGA blvd, Suite 625
    Palm Beach Gardens, FL 33410

    Contact Info
    Phone: (561)622-1974
    Fax: (561)622-1918
    Email:

    Free Consultation

    Contact us today for more information.

      Follow Us

      Back To Top