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.
Testimonials
“Fine experience.”
AC
“Very professional. Everyone treats you as a VIP and prompt to answer questions”
DF
“Marcia & her staff make it a professional and yet friendly experience.”
DM
“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 work with Marcia.”
GF
“My return is always accurate and on time.”
DM
“I have found Marcia to be kind & considerate, I think of her as a friend.”
WV
“Marcia is a pleasant lady who is congenial and knowledgeable about her own field and those connected”
CE
“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
“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 of the probate court, it can be presented in court with confidence and all parties to the action find it reliable. It’s a pleasure to work with her and her team.”
RP
“Very competent and always helpful.”
DR
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 was a contributing columnist for Women on Money and Mindset for The Press Enterprise
Elder Care Financial Services: What Are Daily Money Managers for Seniors?
Are your parents having trouble keeping track of financial documents or remembering to pay bills? Is writing checks or going to the bank becoming a challenge? As your parents age, their finances become unmanageable, but this is no excuse to … Read More