Jackson Personal Financial Services Providing our Clients peace of mind with personalized and trusted financial care.
Bill and Deposit Management
Set up and maintain bill paying system
Preparing and making deposits
Identify and resolve billing errors
Reconciling checking monthly statements
Organization and maintenance of files
We open and sort mail into the appropriate piles and take action on the mail items.
We assist in organizing your tax documents and provide communication with your accountant to make sure your taxes are prepared and submitted on time.