Blackman & Sloop, CPAs, PA is now offering a program to assist our clients with their daily financial tasks.

Does frequent travel leave your mail, bills and
finances unattended?

Have your finances become too complicated to manage alone?

Are you overwhelmed with your mail?

Do you struggle each year to organize your tax data?

Have you recently lost a spouse and are overwhelmed with the responsibilities?

Do you wish to maintain your independence of managing your financial affairs without imposing on others?

Blackman & Sloop, CPAs, PA now provides independent, reliable accountants who can assist you on a routine basis with your daily finances in your home. We tailor our services to meet your needs. Visits are scheduled in your home at your convenience.

Services Available:

• Sort Incoming Mail
• Review and pay bills
• Reconcile bank accounts
• Organize tax [link to B&S tax page] and broker data
• Maintain file of important documents and locator chart
• Plan pension and retirement distributions [link to B&S retirement planning page]
• Provide reports of cash receipts and disbursements
• Compare receipts and disbursements of funds as scheduled
• Estate and trust planning [link to B&S estate page]
• Gift planning [like to B&S estate, gift page]

Contact: pfs@blackmansloop.com