Services
BOI Reporting
Downsizing Assistance
Bill Pay & Budgeting
BOI (Beneficial Ownership Information) reporting is a new requirement for businesses to disclose key details about their owners, ensuring transparency and compliance with government regulations.
Bill Pay & Budgeting
Downsizing Assistance
Bill Pay & Budgeting
Working with clients to assist with bill payment and budgeting for their household or small business.
Downsizing Assistance
Downsizing Assistance
We help individuals and families manage the downsizing process by organizing, decluttering, and finding new homes for household items, ensuring a seamless transition.
Manage Mail and Paperwork
Organizing mail and documents for ease of access and utilization. Developing processes for managing paperwork.
Caregiving Management
Insurance and Medical Bills
We create online platforms that assist individuals in managing urgent needs, including hospital bills, medical visits, family coordination, and other essential tasks.
Insurance and Medical Bills
Insurance and Medical Bills
Assisting clients with reconciliation of Explanation of Benefit statements
and medical bills received.
Organize Tax Records
Detect Credit Card and Bank Fraud and Errors
Detect Credit Card and Bank Fraud and Errors
Assist client with organization of documents required for them or their CPA to prepare taxes.
Detect Credit Card and Bank Fraud and Errors
Detect Credit Card and Bank Fraud and Errors
Detect Credit Card and Bank Fraud and Errors
Reconciliation of bank accounts, credit cards and other statements. Review for unauthorized charges and/or fraud.
1099 Filing
Detect Credit Card and Bank Fraud and Errors
1099 Filing
We simplify tax season by managing your 1099 filings, ensuring timely and accurate submissions.