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 most experienced CPA in the Inland Empire who specializes in working with seniors, Marcia L. Campbell, CPA is committed to helping each client thrive by caring for their personal and financial wellbeing with genuine interest, well-established expertise, and a focus on respectful partnership.
“Marcia has been doing our taxes for years and we have always been extremely pleased. We will remain her clients to the end.”
“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!”
“Entire encounter is pleasant and professional. We always appreciate Marcia’s help.”
“Very competent and always helpful.”
“I have found Marcia to be kind & considerate, I think of her as a friend.”
“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 toughest scrutiny from difficult judges.”
“My return is always accurate and on time.”
“Very professional. Everyone treats you as a VIP and prompt to answer questions”
“Marcia is a pleasant lady who is congenial and knowledgeable about her own field and those connected”
Helping seniors understand how to make the best choices for their lives and personal situations.
Providing accounting, documentation and reporting to Trustors, Beneficiaries of the Trust or the Court.
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.
Marcia L. Campbell is a contributing columnist for Women on Money and Mindset for The Press Enterprise
Trust Accounting 101: How Do I Prepare a California Trust Accounting?
A California trust accounting is an important form of protection that offers a window for beneficiaries into how a trustee is administering a trust in the state of California, and it offers peace of mind for trustees by minimizing disputes. … Read More