At ElderCare of RI, LLC we have the knowledge and experience of Medicare to help you maximize all the Medicare benefits you are eligible for.
Our team, headed by Jim Goldman, CPA, provides consulting services to assist you to navigate through the Medicare program, the federal health insurance program designed to help the elderly, as well as the disabled, against the ever increasing cost of medical bills.
Key ElderCare Services
- Financial, tax and routine bookkeeping services
- Advanced planning
- Long-term care insurance
- Social security and veterans benefits
- Medicare and Medicaid
- Protecting assets
- Bill paying
- Receive and deposit cash receipts
- Submit claims to insurance companies
- Confirm accuracy of provider bills
- Protect elderly from predators by controlling checkbook and other assets
- Ensure expected revenues are received
- Income tax planning and preparation
- Prepare trust and gift tax returns
- Estate tax planning and return preparation
- Prepare employment tax returns for caregivers and household help
- Evaluate alternative costs of housing
- Review and analyze financial transactions and test for adherence to established criteria
- Review investments and trust activity and test for adherence to established criteria
- Verify third-party calculations, such as pension payments, insurance payments, and other annuity payments
- Insurance planning