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.
“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.”
“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.”
“Marcia & her staff make it a professional and yet friendly experience.”
“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.”
“Entire encounter is pleasant and professional. We always appreciate Marcia’s help.”
“Marcia is a pleasant lady who is congenial and knowledgeable about her own field and those connected”
“Very professional. Everyone treats you as a VIP and prompt to answer questions”
I have been with Marcia since 2001. Her service and professionalism has always been top notch.
“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.”
“I have found Marcia to be kind & considerate, I think of her as a friend.”
Planning for the end of life is a natural thing that most people begin to think about when their kids are no longer kids. Even though the process itself does not take very long, there is a great deal of … Read More