Keeping your financial documents organized is important. That's where C-Y Faithful Stewardship with Your Money can help. We'll help you with tax preparation and document organization today in Lubbock, TX. You'll get financial organizing assistance to include document retention and storage provided by a dedicated, ethical and professional daily money manager.
Call 806-368-9411 today to get the help you need.
It can be stressful to handle financial tax and important legal documents on your own. Let us help. We will:
- Help you with tax preparation
- Provide document organization for medical or insurance agents
- Work through the insurance claims process
- Organize important mail
- Make a checklist of items that need to be completed
- Communicate with clients' financial team which may include CPAs, attorneys and/or financial advisors.
Contact us today, and we'll make sure that you have your important documents together.