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ELDERCARE SERVICES

Whether you or your family member or friend is aging or disabled, we can provide services to provide you with peace of mind when these individuals are no longer able to be totally independent. We will assist you in analyzing the situation to develop care goals and monitor those care goals on an ongoing basis for the elderly or disabled family members or friends. The services will rely on the expertise of other professionals to accomplish the criteria set by our clients. Our services are designed to provide professional, independent, and objective solutions so that the needs of the elderly or disabled person to whom they are attached are being met.

So what exactly does ElderCare Services consist of?

Conceptual:

  Planning and evaluation of client needs

  Measuring and reporting on prescribed goals against stated criteria

Direct Services:

  Receive, deposit, and account for client receipts

  Ensure expected revenues are received

  Confirm accuracy of provider bills

  Make appropriate disbursements

  Submit claims to insurance companies

  Income tax planning and preparation

  Gift tax return preparation

  Employment tax returns for caregivers and household help

Our professional network currently includes:

Appraisers, Attorneys, Care Providers, Cleaning and Organizing, Fiduciaries, Financial Planners, Property Managers, Realtors and Trust Officers

 

 

TAX DATES!

January 31, 2012, Sales and Use Tax returns due to the CA BOE, Forms W-2 due to employees, Forms 1099 to recipients and payroll forms 941(IRS) and DE9 and DE 9C (CA) due. 

February 24, 2012, prepayment for January 2012 sales tax due to the CA BOE.

February 28, 2012, Forms 1096 and 1099 are due to the IRS.

February 29, 2012, Forms W-2 and W-3 due to the SSA.

March 15, 2012, corporate income tax returns and Department of Corporations report due.

March 26, 2012, prepayment for February 2012 sales tax due to the CA BOE. Tuesday, April 10, 2012, Santa Clara County real property tax due. 

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