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
“I have found Marcia to be kind & considerate, I think of her as a friend.”
WV
“Marcia has been doing our taxes for years and we have always been extremely pleased. We will remain her clients to the end.”
JS
“Fine experience.”
AC
“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 competent and always helpful.”
DR
“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
“Entire encounter is pleasant and professional. We always appreciate Marcia’s help.”
PG
“Very professional. Everyone treats you as a VIP and prompt to answer questions”
DF
“Marcia is a pleasant lady who is congenial and knowledgeable about her own field and those connected”
CE
“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.”
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
How to Avoid Probate With Living Trusts
Most people want their money and assets to be passed down to their children and other individuals that are important to them – instead of having their belongings go down the drain in the courtroom via probate. Probate involves taking … Read More