Tax Season is Just Around the Corner - Time to Get Organized

Getting ready for tax session can be rather stressful. Let Surrey Services for Seniors be of help. Our Daily Money Manager provides customized one-on-one help with these and other personal finance issues.

~Regain control of finances, reduce stress and gain peace of mind

~Organize and pay bills

~Sort and review mail

~Assist in processing insurance claims

~Gather and organize tax information

~Review and advise on household utility services

~Determine eligibility and apply for government benefits for seniors

~Clean out and organize files

You retain control of your financial matters while Surrey takes care of the daily work. The initial one hour consultation is free. Contact Jacky Kennedy Sisson at 610-283-7085 for an appointment.