We liaise with all of the professionals in your life in order to provide a snapshot of fiscal health. Useful for budgeting, asset summaries, tax/audit preparations, personal financial statements, or simply to know where you stand.
With complete transparency, we administrate your bill payments and fiscal responsibilities, allowing you more time to enjoy life.
We make sense of the online world and today's technologies. We also work with some trustworthy computer gurus who are happy to support on the more complicated tech.
We can organize anything, but specialize in the administrative, fiscal aspects of everyday life.
There are many moving parts when buying and selling real estate. Allow us to coordinate with the various people, companies and professionals to get the job done.
From the administrative point of view, we compile the [investment] property revenues and expenses for tax purposes, including, if needed, tax slips for tenants.