CPA Specializing in Eldercare Management and Senior Financial Services

Client Services

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At Marcia L. Campbell, CPA, we offer a wide range of bookkeeping and tax services to our clients. We are committed to providing personalized, quality service that is dedicated to enhancing the well-being of our clients and improve the understanding of their financial situation.

Services with Quality Client Service

We offer a wide range of accounting, consulting, tax, and related services. In addition, Marcia L. Campbell, CPA is the only CPA in Southern California who specializes in working with seniors. Seniors and children with aging parents appreciate Marcia’s depth of experience and willingness to provide the expertise, integrity and knowledge to develop the custom level of service that is right for you.

Accounting Services

    • Bookkeeping
    • Consulting Services
    • Tax Planning and Preparation

Financial Services to Seniors 

    • Protective Care
    • Organizing Elder’s Finances
    • Managing Day-to-Day Income and Expenses
    • Estate Planning
    • Trust and Court Accounting

Professional Fiduciary

    • Guardian of Minor’s Estate
    • Conservator of Estate
    • Trustee of Trust
    • Power of Attorney for Asset Management

Tax Services

    • Tax Preparation
    • Estate & Trust Tax Preparation
    • IRS and Audit Representation
    • Tax Planning & Preparation

Trust Accounting 

    • Conform to Legal and Tax Requirements Relating to the Trust
    • Annual Trust Accounting
    • Accounting, Documentation and Reporting Provided to Trustors, Beneficiaries of the Trust or to the Court

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