Fiduciary Services

DBA: Urbielewicz Murphree CPAs, PC

 

 

Alleviate delicate family matters with qualified help.

As people age, their ability to meet all needs independently becomes more of a challenge. Many families are not geographically cohesive and need reliable service providers as elderly loved ones begin to forget bills and payments. Dementia can cause confusion and make the bill paying process overwhelming. There may be a spouse who has never been involved with finances and now needs to understand them.

We work in conjunction with adult children, care managers, guardians and attorneys to provide a full range of eldercare financial services. Our firm focuses on the financial security of individuals so they can remain in their homes and in control of their finances.

Less finances,
more time.

Our team of qualified CPAs and bookkeepers greatly reduce the time your family spends on finances.

Assistance for
your needs.

Life changes. We understand. To meet changing needs, we tailor our services to you.

Peace of mind.

Alleviate the emotional burden knowing that you’re making sound decisions.

From bill pay to tax preparation, we can help.

  • Organize documents, coordinate bill paying and check writing
  • Develop or maintain filing systems and determine document retention
  • Reconcile bank statements
  • Provide Medicare and Medicaid assist
  • Prepare payroll and payroll tax returns for household employees
  • Provide specialized tax preparation for seniors, including home visits
  • Act as Financial Power of Attorney or court-appointed Conservator
  • Offer Personal Representative or Executor services

Linda Murphree, CPA

Learn more about our Fiduciary Partner

 

Linda Murphree, CPA

Learn more about our Fiduciary Partner

 

Bringing clarity to your financial world.™

Bringing clarity to your financial world.™