August 19, 2013

Financial concierge & Family office

Business and/or household bill payment services

We receive, process and document all bills. Upon client approval, bills are paid and recorded in an electronic cloud-based accounting ledger. Monthly income and expenditure reports are created and sent to client through a secured fashion.

Tax deduction organizing

We separate personal and tax deductible expenses to ensure your tax returns are prepared, executed and filed, all in an efficient and timely manner.

On demand concierge services

Your administrative team is only a call, e-mail or text message away when you need to send a card or gift to a family member, friend or business associate. ICPA can also act as your liaison with your travel company, research issues regarding your contracts and service plans or handle any other special administrative requests/daily tasks that need immediate or confidential handling.