
Records Management Specialists
Records Management Specialists
703-403-2996
703-403-2996
Services
Services

Tax Record Preparation
Tax Record Preparation
We don't prepare your taxes, we prepare your records for your tax preparer. I have had clients tell me that we saved them a lot of money and time when they went to the CPA, plus helped them to get a bigger refund. If you don't already have a CPA, we have some referrals for you.


Coaching Services
Coaching Services
Other things we can help you with:
> Agile Coaching
> Financial Coaching
> Wellness Coaching
> Providing general organizational and project management assistance with mail, papers and other areas as needed.
> Internet research
> Digitize your files then shred what you don't want
> We also like working with photos and can digitize and edit your photos for sharing
> Referring clients to other professional services i.e. legal, tax, investment professionals, maintenance, home improvements and community resources

Your Happiness, Brings us Great Joy