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.

Let Us Help:

Quick Contact

To File or Not File?  That is the question

When the tax deadline looms large, many of us feel the pressure to file our taxes promptly. But what if you need more time? Should you file for an extension, or should you power through and ensure your forms are submitted on time? This financial feng shui is something...

Navigating Tax Season with Ease: A Guide to Smart Tax Preparation with BFG Tax Help

It's that time of the year again. The mere mention of tax season often conjures feelings of stress and urgency, the rush to gather all those receipts and forms intermixed with the fear of missing out on a critical deduction. For individuals and small business owners,...

Tax Breaks That Power Your Home and Wallet: Navigating Energy Efficiency Credits

In today's world, homeowners are constantly searching for ways to reduce their environmental footprint, upgrade the efficiency of their homes, and, of course, save some money in the process. What if we told you there's a way to achieve all three simultaneously? Yes,...

Navigating the IRS Landscape: BFG Tax Help, Monitoring in the Modern Tax Age

America loves a good detective story, and sometimes, the best mysteries aren't in novels or on the screen — they're in our bank accounts. With the IRS known for its labyrinthine complexity and labyrinthine penalties for seemingly small errors, there's a new breed of...

Converting Junk into Dollars

Changing Junk Into Dollars Spring: a season of renewal, growth, and... cleaning? That's right, spring cleaning is not just about freshening up your space, but also about finding opportunities to do some good and possibly benefit at tax time. While you're dusting off...

How to Avoid a Desk Audit

One of the most common reasons for IRS desk audits is incomplete or inaccurate 1099 reporting. Many businesses overlook the importance of this step and do not realize that missing or incorrect documents can result in serious repercussions. In this post, we will...

Does Your Filing Status Really Matter?

Are you confused about your tax filing status? Do the various options available seem daunting? Fear not, as we are here to demystify the complex world of tax filing. The information in this blog post will help you determine what status you should pick, setting you up...

Tax Planning Strategies to Reduce Your Tax Bill

Tax season is looming, and many people are starting to wonder how they can reduce their tax bills. Fortunately, there are plenty of strategies that can help you save money on your taxes. By taking advantage of these tax planning strategies, you can keep more of your...

Are you overpaying your taxes?

Taxes can be overwhelming, regardless of your employment status. However, paying taxes is essential for the functioning of our country, and it's important that we all contribute our fair share, but you are not required to overpay your taxes. The good news is that tax...

Are You Protected? BFG Tax Help Puts Your Privacy First

The world of tax and business services can be a daunting one for many people. With so much sensitive financial information on the line, it's understandable to worry whether your information is truly secure. Unfortunately, recent reports have confirmed some companies...

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!

Contact Us

Quick Contact