|
Our firm offers a wide range of services to our individual and business clients. At Marcia L. Campbell, CPA, our relatively small size means you receive personalized, quality service that is beyond comparison.
Browse our list of services. We offer a wide range of accounting, consulting, tax, and related services. In addition, Marcia L. Campbell, CPA is the only CPA in the Inland Empire who specializes in working with seniors. Seniors and children with aging parents appreciate Marcia’s depth of experience and willingness to help you develop the custom level of service that is right for you.
Financial Services to Seniors
Tax Services
Financial Services to Seniors
Marcia L. Campbell, CPA helps seniors understand how to make the best choices for their lives and their personal situations. As a Certified Senior Advisor, Marcia assists seniors to balance lifestyles goals and financial needs, making choices that will ensure their security and quality of life while maintaining the maximum independence possible. Marcia helps clients plan for unexpected contingencies, safeguard assets, and secure special care and services if required. She makes sure you have an independent voice if there are family disputes.
Marcia is also highly experienced in helping the children of aging parents with financial matters.
You can select from the following for a custom level of service:
-
Monitoring personal finances, banking, investments, and insurance
-
Taxes and estate planning
-
Financial review after spouse passes
-
Evaluating healthcare options
-
Consultation on lifestyle decisions
Professional Fiduciary
We provide services of a professional trustee to a limited number of trusts. Please contact us for additional information.
Trust Accounting
We do annual trust accounting for trusts to be provided to trustors, beneficiaries of the trust or to the court.
| 
