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My practice is very small and I take clients through referrals only. I serve clients in the North Texas area who are looking for assistance with money management and tax preparation. My clients have one or more of the following characteristics:
1. Elderly
2. Disabled
3. Widowed
I do not assist you with investments, but I do help you monitor those investments as part of the overall money management process.
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1. Monitor investments
2. Bill paying or monitoring
3. Tax preparation
4. Paperwork organization
5. Household inventory management
6. Caregiver payroll services |
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Balance your checkbook, save for college educations, check the current tax rates, tax due dates, when you'll get your tax refund, incorporate your business, securely send us your accounting files, pickup a previous year's tax return, or simply pay our fees online.
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