At Fairview Financial Services meeting our clients’ needs is of the utmost importance. Hence, we offer a wide variety of services designed to meet clients’ various needs. Each individual client, however, selects only those services of interest to him or her. Our services include the following:
Billing
- Organizing and paying bills
- Resolving disputes with vendors
Banking
- Making timely bank deposits
- Balancing checkbooks
Assistance with Medical Insurance Concerns
- Organizing health insurance claims
- Verifying that claims have been filed with Medicare and secondary insurers
- Following up health insurance claims with Medicare and secondary insurers
- Verifying amounts due to health care providers
- Document Medical ancillary costs for tax returns
Budgeting
- Setting up a monthly or annual budget
- Comparing budgeted to actual expenses
Financial Affairs Management
- Tracking investments
- Organize an inventory of assets and liabilities in a Financial Affairs Binder
- Assisting other professionals with estate, tax, and financial planning
- Assisting with the settlement of estates
Taxes
- Withholding taxes for household employees and paying the proper taxing agency
- Gather and maintain records necessary for Federal and state taxes
- Verify that Homestead Rebate and Senior Property Tax Freeze have been applied for
- Quarterly Estimated Personal Income Tax payments are paid timely
- Year end Personal Income tax payments are paid timely
Additional Services
- Organizing your office
- Sorting and reviewing mail
- Setting up files
- Review file retention
- Securely dispose of unnecessary papers
- Monitoring credit activity
- Making travel arrangements
- Communicating with family members
- Preparing for emergencies
- Communicating with other professionals, including:
- Lawyers
- Tax accountants
- Financial advisers
- Insurance agents
- Community resources.
For Court Appointed Guardians
- Monthly Accounting Reports
- Annual Report of Guardian – Receipts and Disbursements
Clients may choose to take advantage of our services in the comfort of their own home, or they may choose to work with us in our offices. We offer free Consultations, and we are delighted to work with clients in whatever manner is most helpful.