Professional Services

You can leave it all up to me, or we can work together:

Sorting and reviewing mail
Organizing and paying bills
Setting up files
Making timely bank deposits and withdrawals
Communicating with family members or professionals, such as lawyers, bank officers, tax accountants, or financial advisors
Following up on health insurance claims with Medicare and supplemental insurers
Organization of claims for verification of amounts due to the provider
Filing of new claims, and resolution of outstanding claims including appeal procedures, if necessary
Balancing checkbooks
Budgeting
Tracking investments and preparing an inventory of assets
Assisting with estate, tax and financial planning
Advancing the settlement of estates
Income tax return preparation-authorized IRS e-file provider

CONTACT ME BY E-MAIL AT: jody@jrvcpa.com
OR CALL (732) 671-5214

Home | About Jody | Services | Benefits of My Services | Jody In The News | Other Sites



Copyright © 2000 - Present, Jody Rorick, CPA
716 Newman Springs Road #376 Lincroft, NJ 07738
Phone: 732-671-5214 • Fax: 732-671-5216
E-mail: jody@jrvcpa.com
URL: http://www.jrvcpa.com