professional services

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




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