T.E. Lott & Company CARES division offers Comprehensive Accounting for Retirees, Executives, and Seniors easing the burden of daily financial management.
TEL CARES is a division of T.E. Lott & Company, PA offering comprehensive monthly financial management services to executives, retirees, and seniors. With CARES, our professionals will manage your monthly financial responsibilities:
*pay bills
*make deposits
*provide payroll for caregivers/household employees
*submit insurance claims
*receive/sort mail
*reconcile bank/investment accounts
*provide oversight for unique financial needs.
TEL CARES:
- daily money management
- household budgeting
- bank reconciliation
- caregiver payroll preparation
- payroll tax returns
- estate planning
- assess long-term goals
- assist with social security decisions
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