Services
Our firm offers a wide range of services. We carefully select our clients to ensure that we provide the personalized, quality service that is the foundation of our reputation. Below are some of the services that we offer along with a brief description.

Public Presentations on Financial Elder Abuse

Cynthia Healy has made presentations and shared her experience on various topics such as:

-Signs of Financial Elder Abuse
-How to Avoid Fraud
-How to Handle Identity Theft

 

Below is a partial list of the organizations that have asked Cynthia Healy to speak at their membership meetings, seminars, conventions, etc. 

 Rotary
Various Boards of Realtors 
Various Senior Assisted Living Facilities
Kiwanis 
Credit Unions                                                               
Alliance on Aging
Visiting Nurse Association                                      Adult Protective Services

 

 

Tax Preparation Services

With over 30 years of experience, we offer tax preparation for Individuals, Partnership, Corporation and Fiduciary returns. 

 

Trustee and Private Fiduciary Services

Trustee and Private Fiduciary services are provided by a Certified Public Accountant.  We are registered with the State of California and the Department of Justice. 

Fraud Detection and Forensic Accounting

Our company works with Adult Protective Services and families in the detection and prevention of financial elder abuse fraud. We offer expert witness services in cases as needed for criminal and civil litigation.

 

Management Consulting

We offer Management Consulting Services for :

Medical Practices

Non-Profit Organizations

Retail & Wholesale Business

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