Elder Care–Financial Care

Caring for an aging parent or family member can be emotionally and physically demanding—especially when financial management becomes part of the equation. At Thomas Taylor, CPA, we provide professional Elder Care Financial Services designed to ease your burden and ensure your loved one’s financial needs are managed carefully.

Why Elder Care Financial Management Matters

As your loved one ages, tasks like bill paying, managing expenses, and responding to emergencies can become overwhelming. Our elder care team provides reliable financial management so you can focus on their well-being without the stress of handling complex financial responsibilities.

We partner with you to act in the best interests of your loved one, providing regular updates and transparent communication every step of the way.

Elder Care–Financial Care

Our Elder Care Financial Services

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Day-to-Day Financial Management
  • Personal bookkeeping, including bill payment, budgeting, and record management.
  • Managing income receipts, deposits, and disbursements.
  • Handling household financial transactions, such as repair services and medical expenses.
Business Planning
Financial Organization and Planning
  • Preparing an inventory of personal assets and investments.
  • Analyzing income and expenses to identify long-term financial goals and needs.
  • Organizing and reviewing financial and legal documents to address gaps in planning.
Plan for Retirement
Retirement and Investment Guidance
  • Identifying retirement needs and managing account disbursements.
  • Monitoring investment portfolios and collaborating with advisors to maintain assets.
Payroll and Employment Setup
Assistance with Benefits and Taxes
  • Guiding Social Security, pensions, Medicare, and insurance benefits.
  • Offering tax preparation, filing, and estate planning services, including gifts and taxes.
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Emergency Financial Support
  • Advising on unexpected expenses, such as home repairs or medical emergencies.
  • Connecting you with local service agencies and assistance programs.
Elder Care–Financial Care

Benefits of Working with Thomas Taylor, CPA

Peace of Mind
Rest assured that your loved one’s finances are handled professionally and securely.
Comprehensive Care
From daily financial tasks to long-term planning, we provide full-spectrum services.
Personalized Service
We tailor our approach to meet your family’s unique needs.
Trusted Support
With years of experience in financial management, we provide reliable support for elder care.

Let Us Lighten Your Load

Whether your loved one needs minimal assistance to remain independent or extensive financial management as they age, our team is here to provide compassionate and professional support.

Contact us today for a FREE consultation and learn how we can help manage the financial aspects of elder care with care.

Phone Numbers :

Telephone : 423-648-8272

Email Address :

[email protected]

Office Location

6716 Heritage Business Court, Suite 110 Chattanooga, TN 37421

Give your loved one the financial stability they deserve and gain the peace of mind you need. Let Thomas Taylor, CPA, be your trusted elder care financial management partner.