professional services

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You can leave it up to me or we can work together.

Sorting and reviewing work 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