Jim Colville - CPA, CFE
As an experienced CPA, I have a wealth of knowledge and experience available to meet the needs of our aging population. While many CPA services can be offered to anyone, without this specific knowledge the client is not getting the value that they deserve.
Traditional Tax Services• Income tax preparation and planning
• Planned Giving
Specialized Services
• Elder Fraud - Elder Financial Abuse
• Fraud Investigation - tracing services
• Historical cost basis reconstruction
• Assistance in Medi-Cal qualification
Presentations for your Group or Organization
• Planned giving
• Clues in your tax return and documents about fraud or financial abuse
• Elder Abuse – How Can I Protect My Aging Parent Against Financial Abuse?
• Financial Exploitation of the Elderly
• Financial fraud and abuse: scam artists, family members, who else?
• What to do when financial abuse is suspected by a family member
• Seniors, dementia and financial abuse
Foundation Resource Team
• Providing back office support for Private Foundations
Getting Started:
One free consultation is available to determine if that we are right fit for each other and that my background matches your needs.
I bill by the hour at an agreed upon rate, along with an estimate of the time for the project.
Contact Information
Jim Colville
Jim Colville, CPA
7710 Hazard Center Drive #225
San Diego CA 92108
858-682-9668
http://www.jimcolvillecpa.com