Elder
Care–Financial
Care

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.

Ready to come in for an appointment?

Our schedule is very full…but if you call us at 949-833-2371 x201 or email us we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!

Our (Early) End of Year Checklist for Orange County Businesses

When I think about the holiday season, I think "calm before the storm." That's because in my profession, once mid-December hits, we're scrambling to handle EOY matters. And then when the new year strikes, we're holding our breath for a few weeks ... and then tax...

Changes to Your Orange County Business’s Social Security Payroll Taxes

Have you recovered from the electoral drama yet?Allow me to quickly remind you: No matter how you’re feeling about these results, what matters MOST is how you operate that which is under YOUR control.And I say that as somebody whose entire work is driven by decisions...

Which Bills to Pay First in Your Orange County Business

Holiday creep. It’s real.Here we are in early November, and it feels like Christmas decorations and other holiday chicanery have already been upon us.Orange County retailers are buckling in for what looks to be a rough shopping season, given current economic factors…...

When a Local Orange County Business Is Shutting Its Doors

This might not apply to you.So it could just be something to file away for the future.But I’m hearing enough rumblings from other accountants and seeing some of the signs … SMB owners could be in for a tough ride over the next little while and that could mean any...

Can Orange County Businesses Still Get the Employee Retention Credit?

Everybody keeps saying we’re slowly leaving the pandemic behind – and for Orange County businesses, that means that pandemic tax relief is disappearing, too. But can you still qualify for one of the most popular of the Covid-related federal breaks: the Employee...

How Orange County Owners Can Have a Productive Business Meeting

Ever finished a meeting and thought That could have been an email? Yeah, I get that. Work meetings are one of those necessary evils that too often end up being time wasters rather than savers.But you can’t simply wave a magic wand and eliminate them (though, in...

How Orange County business owners can beat occupational stress

As a Orange County business owner, you carry the weight of your company on your shoulders. But the reward is this: when things go well – your profits are good, you’re meeting your business goals, you’re dreaming for the future, entrepreneurial FREEDOM is in the...

Ending Customer Relationships for Growth in Your Orange County Business

With the way that the economy is going, inflation, the market gyrations, etc ... ANY business seems like good business.Until it isn't.Consider ...Have you ever been in a Orange County store when a customer starts yelling at the employee behind the counter for...

Montagna & Associates, Inc.’s Guide to Successfully Managing Remote Employees

Scrolling the 9/11 tributes in my social media and news feeds this past weekend served as an excellent reminder of how we all can bounce back from great difficulties. And the reminder seems especially poignant now as our nation (and Orange County business owners like...

Why Your Orange County Business Needs Cyber Insurance

In today’s online-driven world, it’s no surprise that securing sensitive information is essential. Just like you cover your Orange County business for other possible risks (property damage, theft, injury, etc.) so should you also be thinking of how to keep your...