Services

Our expertise is broad. The assistance we provide depends upon the specific needs of each client. Our services include bill paying, overall financial organization, maintaining Pooled Income Trust, and much more.

  • Bill-paying, including calls to payees regarding incorrect bills and preparation of checks for clients to sign
  • General organization assistance, including establishing online record keeping
  • Balancing checkbooks and maintaining organization of bank records
  • Maintaining Pooled Income Trusts
  • Organizing tax documents and other paperwork
  • Negotiating with creditors
  • Deciphering medical insurance papers and verifying proper processing of claims
  • Providing referrals to legal, tax, and investment professionals
  • Maintaining home payroll records for use in preparation of payroll tax reports
  • Preparation of payroll checks for home employees including calculation of Federal and state withholding and FICA taxes
  • Assistance with arrangements for moving from one’s home to a retirement or nursing facility
  • Acting as power-of-attorney or representative payee for Medicare