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

 

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