Elder Care Taxes & Power of Attorney or Executor Reporting Assistance
Managing a loved one’s financial affairs during times of transition can be overwhelming. At Gaetana Dermody CPA, we provide compassionate and professional support for individuals acting under Power of Attorney or as Executors, helping with administrative tasks, including Elder Care tax filing requirements and Power of Attorney and Executor reporting assistance.
We offer remote services throughout Canada, with in-person meetings available in Kamloops, Kelowna, and Vancouver, BC, as well as Lethbridge, Alberta.
Trusted Support for Individuals Acting under Power of Attorney or as Executors and Families
If you are acting under a Power of Attorney or as executor of the will, you may be responsible for managing complex administration tasks and estate and personal tax compliance. Our Power of Attorney and Executor Tax Services and Reporting Assistance services are designed to ease that burden.
Elder Care Tax Services
Our Elder Care Taxes services include assistance with preparing and filing appropriate returns and elections in order to minimize taxes.
Our Services Include:
Elder Care Tax Matters - Personalized, accurate, responsive, and timely personal tax services for seniors, including assistance with eligible deductions and credits.
Estate Tax Matters - Assistance with the preparation and filing of required income tax returns and elections, including final return, obtaining tax clearance certificates, and minimizing taxes by filing the appropriate returns and elections.
Power of Attorney and Executor Reporting Assistance - Assistance to individuals acting under Power of Attorney or Executors with maintaining records of all assets, liabilities, income, and payments throughout the administration.
Personalized, Respectful Service
As a Chartered Professional Accountant with over two decades of experience, Gaetana Dermody, CPA, understands the sensitivity and complexity of elder care and estate matters.
We take the time to explain the Elder Care Taxes process and provide thorough, respectful support to individuals acting under Power of Attorney or as Executors.
Let Us Support You
If you're seeking help with Elder Care Taxes, or Power of Attorney, or Executor Reporting Assistance, reach out today. We are here to assist you with professionalism and compassion.