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• Joseph Carreiro

Personal information

• Wants

  Advocacy, Planning, Assisting Seniors, Older Americans & their Famalies, Small Business

• Haves

  What my office provides is professional planning and counseling services, matching seniors and their families up with service providers in the elder service industry. We can assist seniors and their families with estate and elder planning (preparation of short term and long term benefits application(s), health care and durable power(s) of attorney (advanced directives), wills, trusts). We can locate and work directly with companion, home health agencies and geriatric care managers. We provide financial counseling, property management and book keeping services, and work with financial planning service providers to assist individuals with the management of their assets. Most importantly we do this at affordable prices, all by offering solutions, and implementing strategies to help seniors and their families’ problem solve. We assist small businesses with choosing what type or business entity to form, and registration of and organization of their business. We can work with small business owners to create growth development ideas, by helping them find service providers to support them with start up and growth decisions, including but not limited to software, equipment, web site development and marketing, We can provide business management counseling, including basic book keeping services, setting up payroll, and federal, state, and local tax planning and preparation. We work with individuals and small businesses to plan and prepare federal and state income taxes, and business related tax returns. Our model is to work with everyone to assess their individual needs, and styles, and help them find "solutions" to plan, organize and stay organized, so that it the stress and headaches of filing a tax return is diminished, whether it is one year or for many years to follow.

• Organizations

  National Academy of Elder Law Attorneys American Immigration Lawyers Associates National Guardianship Association

• Employment status

  Freelancer

Educational background

• Languages

  English