OUR CLIENTS

Individuals

benefit by having peace of mind as their home office is organized, paperwork and administrative needs are managed, and financial matters are in order.

Families

benefit by knowing their loved ones' administrative and financial needs are addressed so they can spend their time focusing on their loved one.

Healthcare Professionals, Social Workers, & Caregivers

benefit by being able to focus their efforts on the care of their clients.

ACCOUNTING

  • Reconcile bank, retirement, and credit card accounts to ensure accuracy.
  • Audit medical bills, insurance claims, credit cards, utility bills, mortgages, and other accounts to assure our assuring you are charged accurately for the services you received. 
  • Set up an accounting system to properly identify tax deductions (e.g. medical, charitable contributions, etc.) to assist in tax planning.

ADMINISTRATIVE & CLERICAL

Notary Services Available

  • Organize and review your paperwork to create an efficient home office.
  • Identify concerns, conduct research, problem solve and act to ensure financial integrity.
  •  Make necessary phone calls and prepare written correspondences as requested.
  • Follow-up and management of ongoing administrative needs. 

TAX PREPARATION & PLANNING

Gone are the days of having to fight traffic or worry about traveling with your personal information. We prepare taxes in the comfort of your home.


We specialize in:

  • Individual
  • Trust & Estate
  • Non-Resident
  • Business (Small Business, C-Corp, S-Corp)

Our Vision

All Seniors will have peace of mind knowi​ng that their paperwork is in order, their finances are accurate, and that they have an advocate looking out for their best interests. Those who love and care for Seniors will have confidence that administrative and paperwork issues are addressed so that they can focus their time and effort on spending meaningful time with their Senior.

Our Mission

Provide expert, caring, administrative advocacy services to address the needs of Seniors and those who love and care for them.​