Skip to content
Contact
Subscribe to newsletter Call: 918-302-0272 Get Directions

Elder Care

Providing Comprehensive Financial and Tax Services
To Individuals and Business in McAlester, OK and Surrounding Areas Since 1995

Call Us: 918-302-0272 Book a Consultation


Greg Shores CPA

We Love Accounting

Growing
with you


Stay Updated 918-302-0272

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. Contact us today for more information.

Name
Name
Phone
Phone
Email
Email
Best Time To Call
Best Time To Call
Comments
Comments

Stay Connected

  
Facebook

Get in touch with Greg Shores CPA

400 E Wyandotte, McAlester, OK 74501
Call Us: 918-302-0272 • Fax: 918-471-2737