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SERVICING CENTRAL NJ FOR OVER 25 YEARS

Aging Parents

Reconstruction of Records

Urbach & Avraham can help with your Aging Parents

My accounting records are terrible. Is there any hope?

Often a family member is in charge of Mom’s finances and also takes care of Mom’s health needs. This is a tremendous burden and obviously the accounting records take back seat to Mom’s health needs. What happens when your siblings and relatives ask for an accounting of Mom’s assets for the last 2-5 years? Help! I am taking care of Mom day and night and can’t produce an accounting. And I am not an accountant! Do not despair. We, at U&A, can review the statements you provide and reconstruct the books and records of Mom’s finances. We can prepare a proper accounting for your relatives and the Court if required. We have acquired special Trust and Estate Administration software that helps us  produce professional Court Accountings and supporting schedules in accordance with NJ Rules of Court. We can review the income tax returns, request transcripts from the IRS and amend tax returns if needed. We can resolve open tax issues with the IRS.

Please call for a free consultation to discuss how we can guide you in compiling the necessary documents to prepare a court accounting. Once an accounting is prepared, all family relatives can resolve financial issues in a more reasonable amicable manner.