Personal and Elder Financial Services
Are you so busy you don't know whether you are coming or going? Did you forget to pay your own bills or a loved ones bills, for whom you are responsible for paying, simply because you were so busy. Let us help!!!! We provide bill pay and bank reconciliation services for our individual clients in addition to annual Federal and State tax return preparation. Are you getting ready to sell your primary residence or other assets but are not sure of the tax consequences? Please call us to discuss what type of services you are interested in us providing so that you have more time to do the things you enjoy most.