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Sorting and reviewing mail
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Organizing and paying bills
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Setting up files
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Making timely bank deposits and withdrawals
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Communicating with family members or professionals,
such as lawyers, bank officers, tax accountants, or financial advisors
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Following up on health insurance claims with Medicare and supplemental insurers
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Organization of claims for verification of amounts due to the provider
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Filing of new claims, and resolution of outstanding claims including appeal procedures, if necessary
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Balancing checkbooks
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Budgeting
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Tracking investments and preparing an inventory of assets
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Assisting with estate, tax and financial planning
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Advancing the settlement of estates
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Income tax return preparation-authorized IRS e-file provider
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CONTACT ME BY E-MAIL AT: jody@jrvcpa.com
OR CALL (732) 933-0033