We can all use some help with paperwork now and then

        We can all use some help with paperwork now and then


All services are customized to the needs and schedules of our clients.  Fees are based on the type and frequency of service provided.  Our firm does not sell investments or products, nor do we accept commissions or referral fees.  Services include:

  • Assist with bill paying and day-to-day record keeping
  • Track income to make sure that all payments are properly received by the senior 
  • Trust accounting and trust income tax preparation
  • Conservatorship accounting and reporting
  • Tax return preparation and/or organizing records required for tax work
  • Consulting on use of financial tools such as reverse mortgages, long term care insurance, life settlements.
  • Guidance on choosing a prescription drug plan under Medicare Part D
  • File Payroll tax forms for household help when necessary
  • Outline options for long-term care, medicare/medigap, and life insurance.