Services for Individuals in Paradise, Magalia, Chico, and Oroville

The Problem...

Individuals and families often need help with financial recordkeeping and income taxes. To ensure financial health, every family or individual adult should know their current financial status—including assets, long- and short-term liabilities and expense history. In addition, many face health issues that bring about a flood of claims, invoices and other communications from doctors, hospitals, and insurance companies.

The Solution...

To relieve the anxiety associated with piles of papers stacked up in all corners of your home, Gitman & Associates provides the following:

Recordkeeping of your personal financial status — Gitman & Associates provides all income and expenses for the past year or more using the best accounting software available today: QuickBooks. These reports are available for your accountant or tax preparer. Or, Gitman & Associates can complete your tax return for you.

Day-to-day financial management — When it comes to daily operations of cash management, bill paying, and checkbook balancing, Gitman & Associates can professionally and confidentially handle your transactions.

Home computer setup and training — Getting a new computer system can be intimidating...software, hardware, networks, viruses, and spyware, oh my! Gitman & Associates provides on-site configuration and training to get you started on the right foot in a safe and friendly computing environment.

Basic home management needs — Sometimes, it helps to have someone coordinate special events or special projects in the home. Gitman & Associates can step in and handle all management phases of a project, leaving you free to do the things you love!