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
“Marcia is a pleasant lady who is congenial and knowledgeable about her own field and those connected”
CE
“My return is always accurate and on time.”
DM
“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 professional. Everyone treats you as a VIP and prompt to answer questions”
DF
“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 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
“I have found Marcia to be kind & considerate, I think of her as a friend.”
WV
“Entire encounter is pleasant and professional. We always appreciate Marcia’s help.”
PG
“Marcia has been doing our taxes for years and we have always been extremely pleased. We will remain her clients to the end.”
JS
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
Three Ways Trust Beneficiaries Receive Their Inheritance
There’s a lot that goes into creating a trust, and that includes distributing the trust assets once the grantor is gone. This process is more than deciding who gets what; you have to lay out when your beneficiaries will receive … Read More