Elder Care Services

Our goal is to build a strong relationship with you in order to ensure that your needs are understood and fulfilled.

Life Changes— So do Your Priorities

As we age, we sometimes neglect the possibility that we will not always be able to independently care for ourselves or our loved ones. To help you manage this reality, Leone, McDonnell & Roberts, Professional Association has developed an elder care services program aimed at allowing you to continue to manage your day-to-day finances. Our goal is to build a strong relationship with you in order to ensure that your needs are understood and fulfilled.

The Leone, McDonnell & Roberts elder care services team is here to help simplify your life. You can be assured that you will receive both timely and accurate services, no matter the level you desire. Our team’s approach is one of flexibility, as we realize life events can sometimes mandate change. If services need to be modified at any time, our team will gladly accommodate your request.

No matter what your living or financial arrangements are, our professional team is here to help. We would be happy to meet with you at our office or at a location that is convenient for you.

We provide expert assistance in the following areas:

Bookkeeping and record keeping services

  • BBill pay
  • Bank deposits
  • Reconcile bank statements
  • Organize tax documents
  • Organize legal and other important documents
  • Prepare annual summary of transactions, as requested

Other related services

  • Assist with health insurance claims
  • Reconcile Medicare reimbursements
  • Notary services
Have a Question or Concern?

Send us a note. We're here to help. One of our tax professionals will contact you promptly or at a time you specify.

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