Elder
Care–Financial
Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

The financial aspects of caring for an aging parent or family member are often more than most individuals can take on. When day-to-day tasks-bill paying, balancing a checkbook or responding to an emergency need such as home repairs or emergency medical expenses-become more than your loved one can handle, you can rest assured knowing that our elder care experts are here to take care of these things for you and for them.

We become a member of YOUR team, helping you to look out for the best interests of your loved one, and we report to you every step of the way.

Our services span the entire gap of financial needs, everything from day-to-day managing of the check book and general bill paying services to preparing an inventory of personal assets and investments.

Feel free to ask us about our services in…

  • personal bookkeeping; including household bill payment, budgeting and records management.
  • managing income receipts, deposits and disbursements.
  • offering assistance and advice for dealing with unexpected household financial issues and emergencies.
  • coordinating day-to-day financial transactions such as repair services, maintenance and medical expenses.
  • identifying retirement needs and goals, as well as managing retirement account disbursements.
  • help monitoring investment portfolios and working in conjunction with investment advisors to maintain assets.
  • organizing and reviewing personal, financial, and legal documents to help assess what remains to be addressed.
  • analyzing income and expenses to determine long-term financial goals and needs.
  • providing answers to questions about social security, pensions, Medicare, insurance benefits and other concerns regarding elder well-being.
  • tax preparation, filing, gifts, and estate taxes and planning services.
  • referrals and connections to local service agencies and assistance services.

It doesn’t matter if your loved one simply needs a little assistance to remain independent or substantial help managing their finances as they age, we provide services to cover the whole spectrum of elder needs. Contact us today for a FREE consultation.

Ready to come in for an appointment?

Our schedule is very full…but if you call us at (952) 445-8753 or email us we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!

Buy Now Pay Later Pitfalls Shakopee, MN Shoppers Should Beware

Although the strain of tax season is behind us, I know we all are feeling the weight of financial strain on our daily lives.The pressure cooker of inflation, pandemic / post-pandemic, cultural upheavals, global friction, political shifts, etc. has really taken its...

When Amending a Tax Return Is Right for Shakopee, MN Taxpayers

Here we are in May. The tax deadline is in the rearview … and we’re still here for our Shakopee, MN friends. Ready to rock on your behalf. Today I’m talking about second chances.Ctrl + Z. Ever used that keyboard shortcut? It’s also known as the “undo” button – a...

Why Disability Insurance Matters – Roger Menden’s Take

Now that the tax deadline has come (and gone - whew!), it’s time to start thinking about the rest of 2022… and future possibilities of all kinds – both good and, well, not so good. The good? There are steps Shakopee, MN taxpayers like you can take now to help...

How Shakopee, MN Taxpayers Can Wisely Spend A Tax Refund

By the time you read this, the tax deadline will have just passed and our Shakopee, MN tax office will be taking a long, deep breath. (Serenity now!) These days have been a whirlwind of activity for us here at Menden Accounting & Tax Service, and not just because of...

How Shakopee, MN Retirees Can Stretch That Retirement Fund

You might not feel this as much in your bones as we do here, but the tax deadline is getting very close. This year, for reasons that at this point in our season would take way too long to explain, the tax deadline is April 18th (not 15th).We’re...

Roger Menden’s Perspective on Tax Filing Extensions

Today’s issue we’re diving into tax filing extensions… and Shakopee, MN people do this for all kinds of reasons. Truthfully, extended deadlines and delays have been pretty commonplace in the tax world over the last few years. Sometimes life smacks you in the face and...

NFT Tax Implications for Shakopee, MN Investors

While many things are dividing the world right now, it’s good to know people can still unite around shared interests… like college basketball. According to an American Gaming Association (AGA) survey, something like 45 million people planned to wager $3.1...

2021 Tax Credits Shakopee, MN Taxpayers Can Bank On

Believe me, I’ve seen some of the craziest tax claims in my office over the years, but claiming captured military equipment hasn’t been one of them. Recently the Ukrainian government assured its people they wouldn’t be held liable for taxation on any Russian...

Tax Identity Theft Protection Tips for Shakopee, MN Taxpayers

Change is sneaky… and (often) sudden, catching the best of us off guard and forcing us to scramble for some steady ground. Just consider the war in Ukraine. We’ve all been surprised by how quickly things have escalated in the last two weeks and by the devastation...

Credit Cards: A Money Management for Shakopee, MN Teens Tool

Well, before I jump into money management for teens, let’s focus on the fact that a month has gone by since the beginning of tax season. And boy has it been a veritable whirlwind of activity in the Menden Accounting & Tax Service office. We’ve got our arms deep in the...