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
“My return is always accurate and on time.”
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
“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
“Marcia has been someone I could count on to always perform impeccably and has been a tremendous asset to her clientele. She is a compassionate, highly detailed professional, who truly cares about senior clients.”
RM
“Fine experience.”
AC
“I have been with Marcia since 2001. Her service and professionalism has always been top notch.”
JF
“Entire encounter is pleasant and professional. We always appreciate Marcia’s help.”
PG
“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
“Marcia & her staff make it a professional and yet friendly experience.”
DM
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 Do I Talk to My Parents About Their Trust?
Although you may be close to your parents, talking about their plans after their passing can be a hard and awkward conversation to have. To help move this conversation along, we wanted to share some tips to make it run … Read More