- 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 and 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:
- Trust & Estate
- Small Business