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(212) 631-0320

Bill Paying and Family Office

Bill paying family officeMark E. Feinsot, CPA, a New York CPA firm, offers bill pay and family office services that allow personal and business bookkeeping to flow seamlessly into our clients’ tax planning and tax preparation work. Not only are our client's books clean and organized, but it provides us a more comprehensive understanding of our clients’ financial and tax situation so we can maximize the tax minimization strategies we recommend and facilitate our tax planning efforts on behalf of our clients. These services are flexible and customized to fit each client’s unique situations and specific needs.

Our Bill Pay and Family Office services include:

  • Basic accounting and bookkeeping
  • Bank account reconciliations
  • Managing and paying bills
  • Budgeting and cash management
  • Transferring funds and making deposits
  • Management of family-owned business entities
  • Organizing mail
  • Preparation of monthly financial statements
  • Coordination of all income tax filings and estimated payments
  • General insurance claims assistance
  • Medical claims assistance
  • Insurance evaluation
  • Property management
  • Household employee payroll management

Please contact Mark Feinsot at (212) 631-0320 to discuss your bill paying and family office needs.