Judy offers professional and personal assistant services that are tailored to meet the specific and changing needs of her clients. All services are provided on an accurate and timely basis with complete confidentiality.

Services may include:

• Handling routine financial transactions
• Preparing Divorce Financial Affidavits
• Maintaining and reconciling bank accounts, including receivables, and providing monthly computerized reports to clients and designated family members
• Providing information and reports to financial and legal professionals
• Preparing and filing household payroll taxes
• Organizing bills and bill payment by check, on-line, or EFT
• Maintaining records and ensuring timely payment of estimated taxes, property taxes, insurance premiums, auto registrations, mortgages, utility bills and others
• Organizing and setting up home office filing systems
• Tracking charitable contributions
• Scheduling regular appointments with clients to review bills and other matters
• For older adults, making timely bill payments, organizing financial records, managing mail, and maintaining lines of communication with family members