Personal Financial Management Services Management of Financial Papers        We offer  you Personalized assistance Managing your financial documents.  We can assist you with the: Organization of monthly receipts and invoices. Organization of Financial Data needed to prepare the Income Tax Return Personal Recordkeeping Assistance We can perform these services at your home or at our office. We will work with you to meet your needs Personal Record Keeping Assistance Organize and List your Monthly Expenses Various levels of Services are Available from. Furnishing a List of Bills and the Amounts due through  preparing your monthly checks, and having them ready for your Signature Monthly Balancing of your Checkbook Pickup and Delivery Service of Documents are available Pricing  reflects Senior consideration. Monthly Rates or Yearly Packages (including Tax Preparation) are available. Tax Preparation We will ORGANIZE your financial records and compile Documents needed to prepare your income tax return. Services will include: Reviewing, Filing and Sorting Receipts Bank statements W-2’s Social Security 1099’s 1098’s., etc…….. Including Reporting Social Security, Pensions, and Retirement  Income. If you need an extension in order to complete your return we will prepare your extension and file it for you.  Remember, filing an extension does not    extend the time to pay your taxes.  Call for FEE quotes 331-1717