Alten Sakai's CPA ElderCare Services help older clients maintain control of their finances. We coordinate services and harness the knowledge and experience of our network of attorneys, care managers, financial planners, and insurance agents, to make sure that the financial, legal, and health concerns of older adults are met. We are able to offer:

• Specialized tax preparation for older clients, including home visits
• Account for financial resources, including bank reconciliations and assistance in executing financial transactions
• Coordinate the payment of bills and write checks
• Prepare payroll and payroll tax returns for household employees
• Assist with trust and estate administration

Legal Concerns: Planning for declining health and cognitive abilities is very important. Too often this is neglected and, in a crisis, a family’s only recourse is to a court of law. To prevent this, we can refer clients to knowledgeable attorneys who can address issues such as:

• Preparing wills
• Assigning powers of attorney
• Creating trusts

Maintaining Health: We work with care managers and health care professionals who address the physical and psychological needs of older adults. Their services may include:

• Completing a needs assessment
• Coordinating long term care
• Evaluating home safety and functionality