Records maintenance and tax support

We can organize your personal or small business office space, designing new systems, archiving important paperwork and shredding out-of-date documents. Between de-cluttering and disposal, we take pride in records maintenance and general organization, bringing order to disorder.

By working with your tax accountant and financial advisors, we make sure you’re properly organized for April 15th. For those who require year-round planning, Ostrica monitors your tax situation and estimated liabilities.

Records maintenance and tax support services include:

• Document organization and file-system design
• Personal office clean-out and storage
• Archival of permanent records
• Creation of vital-records binder and e-file/off-site file storage
• Login, password and security-question safeguarding
• Tax-filing support organization and presentation
• Quarterly tax-payment review and processing
• Maintenance of detailed investment records
• Attorney/accountant/trustee liaison