Elder Care

 

Elder Care

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 day-to-day 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 elder care services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for your parents or grandparents best interest.

Your loved ones get assistance with their daily finances and business duties and you are kept informed of every step we make. That way, you always know that your family member’s needs are being met.

Whether your loved one is no longer entirely independent or simply needs extra help to enjoy their lives, you get help in any of the following areas…

  • Reviewing and paying household bills, budgeting, and record keeping.
  • Assistance with check writing and checkbook balancing.
  • Making sure money is received, receipted, and deposited.
  • Offering second opinions regarding household issues and unexpected situations.
  • Handling day-to-day financial transactions such as home repairs, routine maintenance, and emergency medical expenses.
  • Planning retirement account distributions and safeguard against improper disbursements.
  • Organizing and reviewing personal, financial, and legal documents to determine what needs to be addressed.
  • Preparing an inventory of personal assets and investments.
  • Identifying and planning their retirement income, needs, and goals.
  • Determining current and long-term cash flow needs by analyzing income and expenses.
  • Addressing questions about lifestyle, Social Security, pensions, Medicare, and long-term insurance.
  • Monitoring investment portfolio and other assets in conjunction with their investment advisor.
  • Preparing, planning and filing income, trust, gift and estate tax.
  • Providing referrals to local services and agencies.
  • Arranging proper level of care, transportation, and caregiver assessment.
Planning for the future is important, and elder care services are crucial to help your elderly family members maintain their independence and financial freedom. Contact us today for more information.

 

PRINCIPAL

MEET JOHN DILUCCI

Education:  John graduated from the University of Texas at Austin with a Bachelor Degree in Data Processing & Analysis. He is an Enrolled Agent, a Fellow of the National Tax Practice Institute, a Member of the American Academy of tax Practice, and a Certified Tax Resolution Specialist.

Experience: John specializes in representing clients before all administrative branches of the Internal Revenue Service. He is an expert at Audits, Offers in Compromise, Establishing Currently Not Collectible Status, All Varieties of Installment Agreements including Partial Payment and Manually Monitored Installment Agreements, Removing Wage Garnishments, Reversing Bank Levies, Preventing Home/Car Seizures, and Removing Tax Liens
EMAIL JOHN
John DiLucci
close-link
MANAGER

MEET FARAZ KIUMARSI

Education: Faraz graduated from the University of North Texas with a Bachelor Degree in Accounting. He is currently pursuing his CPA license.

Experience: His past experience includes running his own sales business. At Masters of Taxation, Faraz manages all projects and maintains client relationships. He delegates work to other team members and manages workflow, while working closely with the Principals. Faraz specializes in working with small businesses, which includes managing their tax returns, bookkeeping, payroll, sales tax, and yearly tax planning. He works strategically with small business owners to help them make financially savvy decisions, fostering efficient, long-term growth.
EMAIL FARAZ
Faraz Kiumarsi
close-link
TAX ASSOCIATE

MEET JAGDISH AMBRE, EA

Education: Jagdish graduated from Mumbai University with a Bachelor Degree in Accounting. He is an Enrolled Agent licensed to represent taxpayers before the Internal Revenue Service.

Experience: He has worked in the accounting industry for over 15 years, which includes working at NCH Corporation, Tischcon Corporation, Flat Products Equipments, Nirmal Projects, and Chemtrols Engineering Ltd. He has training in QuickBooks, Federal Income Tax, Reconciliations, Accounts Payable, and Accounts Receivable. 
EMAIL JAGDISH
Jagdis Ambre
close-link
TAX RESOLUTION ASSOCIATE

MEET SHIRENE KOK, LLB, LLM

Education: Shirene graduated from the University of Western Cape with a Bachelor of Law and the University of Witwatersrand with a Masters in Company Law & Criminology. Her most recent publication was titled 'Tax Benefits for Small Business,' which was featured by the National Small Business Chamber. 

Experience: Her experience includes working for KPMG, Pillay & Devachander Attorneys, and Adams & Adams Attorneys. She has a professional memberships with the Golden Key Society and the Law Society of the Northern Provinces, which is the Bar Association of South Africa. Since the majority of her work and educational experience has been in South Africa, she is now pursuing the Bar Exam after having just moved to the U.S. recently. Now, at Masters of Taxation, she works closely with our Tax Resolution Principal on tax law research and written letters to the IRS.
EMAIL SHIRENE
Shirene Kok
close-link
TAX ASSOCIATE

MEET AREZOO DINYARI

Education: Arezoo graduated from the University of Karaj with a Bachelor Degree in Accounting.

Experience: Federal and State Corporate and Partnership Income Tax Returns, Organizations Exempt from Income Tax and Amended Income Tax Returns, Federal and State Individual Tax Returns, Sales Tax Returns, Payroll Tax Returns (multi-state), Bookkeeping, Texas Franchise Tax Returns.

Foreign Language: Farsi
EMAIL AREZOO
Arezoo Dinyari
close-link