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John Harman, CPA PLLC

Safe Guarding Your Financial Records

Contact Us (469) 742-0283

As your cherished family member gets older, they may need some help with their day-to-day financial tasks. Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly.

You could take care of their financial tasks yourself, if you have the time and live close. But if you don't, you may want to consider hiring a professional to help.

With our services, you get the help of a caring, honest and knowledgeable professional. We will maintain their financial tax records. When they are not able to take care of theirselves, you can depend upon us to file their returns and maintain proper records if needed for probate. Any questions from the IRS can be handled by a person familar with their personal and financial situation.  

Planning for the future is important, and we can help you or your elderly family members maintain their independence and financial freedom. Contact us today for more information.

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