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 AbuseCynthia 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 ServicesWith over 30 years of experience, we offer tax preparation for Individuals, Partnership, Corporation and Fiduciary returns. Trustee and Private Fiduciary ServicesTrustee 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 AccountingOur 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 ConsultingWe offer Management Consulting Services for : Medical Practices Non-Profit Organizations Retail & Wholesale Business |