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 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
“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 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
“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
“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
“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
“Entire encounter is pleasant and professional. We always appreciate Marcia’s help.”
PG
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
What Is a Misappropriation of Funds?
When someone is appointed the trustee, it signals a great deal of confidence in their integrity and commitment to ensuring a trust is managed and administered per the trustor’s wishes. Unfortunately, sometimes, trustees will exploit their position and use trust … Read More