Supporting Seniors’ Financial Success and Continued Independence
As we mature, certain complexities often present new challenges. Are you finding that you need support in managing your finances or assets? Do your aging parents need someone locally who can be trusted to act in their best interests? Do you need an accurate court accounting to help with a trust dispute?
As the only CPA in the Inland Empire who specializes in working with seniors, our team is committed to helping each of our clients thrive by caring for their personal and financial wellbeing with genuine interest, well-established expertise, and a focus on respectful partnership.
Testimonials
“Marcia is a pleasant lady who is congenial and knowledgeable about her own field and those connected”
CE
“Marcia & her staff make it a professional and yet friendly experience.”
DM
“Entire encounter is pleasant and professional. We always appreciate Marcia’s help.”
PG
I have been with Marcia since 2001. Her service and professionalism has always been top notch.
JF
“I have known Marcia little over a year and very impressed by not only for her knowledge but the care she has for her clients. She has a true passion for working with seniors. I would highly recommend anyone to … Read More
GF
“Marcia Campbell CPA is an expert accountant for probate and trust matters. She and her team do excellent work and it has been my privilege to have her perform accounting on several matters. Her work product meets the complicated requirements … Read More
RP
“I have found Marcia to be kind & considerate, I think of her as a friend.”
WV
“The Marcia Campbell team was responsive to our needs and questions. They were attentive to details, clear on instructions, and always willing to help with our financial concerns. Thank you!”
KO
“Very professional. Everyone treats you as a VIP and prompt to answer questions”
DF
“Marcia has a huge heart and cares deeply for her clients. She is patient, sensitive, and understanding when her clients need her the most. She is a highly skilled and experienced accountant, who has provided accountings that have withstood the … Read More
MJ
Eldercare &
Financial Care
Helping seniors understand how to make the best choices for their lives and personal situations.
Court Accounting
Providing accounting, documentation and reporting to Trustors, Beneficiaries of the Trust or the Court.
Private Fiduciary
Marcia L. Campbell, CPA is relied upon by many to be responsible to manage the business and financial dealings of a trust, also known as a fiduciary.
Latest Article
Marcia L. Campbell is a contributing columnist for Women on Money and Mindset for The Press Enterprise
12 steps to help seniors learn to use the internet (We’re looking at you, Mom)
There are many older seniors, though, who were not introduced to computers or the internet and are challenged and scared of the whole concept.