Our Services

There are many reasons you may need our accounting or money management services:

• You have complicated tax returns due to multiple investments and/or properties.
• Your medical claims come back “denied” when they should be covered.
• You’ve been paying late fees and interest charges because you miss deadlines due to frequent travel or a lack of organization.
• You’re unable to find the documents you need to file your tax return?
• Distance prevents you from adequately handling your elderly parent’s money matters.
• Your credit card and/or bank accounts have been compromised and you are unable to monitor them regularly.
• You’re recently widowed or divorced and are unaccustomed to handling financial matters or keeping to a budget.
• Or perhaps you simply don’t have the time to handle your daily money matters.

We keep your financial affairs up-to-date and in order by providing any or all of these services:

• Income, Employment, Estate and Fiduciary accounting and Tax preparation services
• Sort and de-clutter your paperwork and tax documents.
• Verify and pay bills/ Balance checkbooks.
• Ability to integrate and prepare digitized financial and spending statements.
• Full service handling of your household or small business payroll with our branded system which requires just minutes of input from you.
• Medical Insurance claims submission, review and dispute resolution.
• Establish budgets and track spending.
• Referrals to other established professionals such as attorneys and financial investment advisors.