NEW MEXICO FIDUCIARY SERVICES
SUSAN E. PARKINS, CPA
Serving Seniors and Families through Daily Money Management, Private Fiduciary Services, and Court and Trust Accounting Services
SUSAN E. PARKINS, CPA
Albuquerque, New Mexico
Susan Parkins provides daily money management services to individuals and families in New Mexico. By managing the financial details of her clients' lives, Susan helps ease the burden of bill-paying, record-keeping, and other day to day financial tasks.
Daily Money Management Services can keep seniors in their homes longer, and can prevent fraud and financial exploitation, as well as avoiding guardianship.
Susan has combined a love of accounting with a prior career in law enforcement and private investigation, and approaches all matters with an investigator's eye for detail. Her goal now is to help clients maintain their financial independence and protect them from fraud and exploitation.
Caring, confidential, and professional assistance is individualized for each client to support their long-term goals.
For more information or to schedule a free consultation, contact Susan by email at Info@NMFiduciary.com or by phone at (505) 259-9651.
QUALITY ELDERCARE ACCOUNTING SERVICES
Positively changing lives through person-centered planning, loyalty, and trust
DAILY MONEY MANAGEMENT
Services provided include:
Sorting and organizing mail
Budgeting and money management
Paying and organizing bills
Preparing checks
Making deposits
Reconciling checking and other accounts
Preparing tax paperwork
Negotiating with third parties concerning bills and insurance claims
Coordinating with accountant, attorney, financial advisor, and family members
PRIVATE FIDUCIARY SERVICES
New Mexico Fiduciary Services serves as as a trusted professional fiduciary, stepping in to provide principled estate management for your estate-planning documents or for a loved one in need.
We serve as administrator, trustee, executor, financial power of attorney, VA fiduciary, or conservator of the estate.
COURT & TRUST ACCOUNTING SERVICES
Susan E. Parkins, CPA provides accounting, documentation, and reporting to Trustors, Beneficiaries of the Trust or the Court.
We can provide court accounting and bookkeeping services for seniors acting as a grantor, or for private trustees who need help maintaining accurate records.
LET'S TALK ABOUT HOW WE CAN HELP
Call or email me with any questions or to confidentially discuss your situation.
P.O. Box 21070
Albuquerque, NM 87154
(505) 259-9651