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​​We offer services to clients seeking help with their daily finances, ranging from seniors who may be struggling with illness and/or loss of spouse to busy working professionals to adult children who might not have the time or ability to manage their aging parents' affairs.

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​We can help simplify your financial life by organizing and managing your financial affairs. We can also refer you to legal, tax and/or investment professionals.

 Rates and references available upon request. Free initial consultation available. Click here to contact Beth Carroll, CPA.