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.

Senior woman doing finances at home. Senior woman with calculator and counting euro money at home. Business, savings, annuity insurance, age and people concept

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.

CYBER SECURITY

Our cybersecurity services are here to help protect you in today’s digital world. We’ll work with trusted partners to monitor your online activity and keep your information safe.

Cyber Consulting

Secure Email Setup

Education & Training

Identity Theft Support

Note: Some services require enrollment with a trusted third-party provider.

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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)