​
SERVICE PORTFOLIO
  1. Paperwork Management
    0
    Paperwork Management
  2. Tax Organization
    1
    Tax Organization
  3. Estate Organization
    2
    Estate Organization
  4. Estate Settlements
    3
    Estate Settlements
​
ADDITIONAL SERVICES OFFERED:
Correspondence and letter writing
Explaining documents and legal forms
Bill paying - temporary or long term
Document shredding
Credit Report updating
Document interpretation
Attorney, CPA, and Financial Planner Referrals


OTHER SERVICES:
Your personal and home business needs are important and each service is customized to meet your special circumstances.  Although the most often requested services are identified, it is impossible to anticipate all situations. If you have a particular need that has not been included, please let me know.  We’ll put our heads together to determine the best solution for you.