Our services are invaluable to accountants particularly during tax season. Instead of receiving a “shoe box” full of documents, they receive all the information that they need in a package that is clearly itemized and recorded. If there is a need for further information the accountant will call us, let us know what is needed and we will gather the information and deliver to them in a timely manner. This saves the accountant valuable time in tracking what they need to complete the tax return.
We assist financial advisors in interacting with creditors and handling bills in a timely fashion. This saves the client costly service fees, potential bad credit fees and late interest fees. It keeps the client’s financial position strong and healthy, and saves the financial advisor stress by depleting the client’s portfolio at the last minute in order to pay statements that have fallen through the cracks.