Hi, I'm Dawn

With over 12 years experience, I can help you with all your accounting needs.

Elderly Couples

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As our clientele ages, we provide security that their finances are in order. We would like to take care of your day-to-day financial tasks.  By including both spouses, it provides peace of mind for the later in life years.

With our personal finance management services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for your best interest.

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  • Reviewing and paying household bills, budgeting, and record keeping.
  • Assistance with check writing and checkbook balancing.
  • Making sure money is received, receipted, and deposited.
  • Offering second opinions regarding household issues and unexpected situations.
  • Planning retirement account distributions and safeguard against improper disbursements.
  • Organizing and reviewing personal and financial documents to determine what needs to be addressed.
  • Preparing an inventory of personal assets and investments.
  • Identifying and planning their retirement income, needs, and goals.
  • Determining current and long-term cash flow needs by analyzing income and expenses.
  • Addressing questions about lifestyle, Social Security, pensions, Medicare, and long-term insurance.
  • Monitoring investment portfolio and other assets in conjunction with their investment advisor.
  • Preparing, planning and filing income tax returns.
  • Providing referrals to local service providers and agencies.

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Planning for the future is important and knowing where your finances stand is necessary. Contact us today for more information.

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Simple Solutions Accounting Services, Inc., Office Address: 9401 Battle Street, Manassas, VA 20110
Phone: 703 392 8507 | Fax: 888 972 4556 | Email: info@simplesolutions4you.com
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