Refunds, subscriptions, bills, taxes, unclaimed funds and insurance. Jobs where an agent reads statements, writes claims and does the boring follow-up.
You get a local dashboard of spending by month and category that you can rebuild each month, with totals that match your statements.
You get a structured P&L with each transaction classified, totals calculated with formulas, and a clear view of gross margin.
You understand what triggered the notice, have a draft disagreement letter, and know whether any capital-loss carry-forward applies to future returns.
You get a list of every recurring charge with its price and renewal date, and you cancel the ones you choose with a confirmation for each.
Your accountant gets one tidy folder, a list of every form with its key figures and source, a list of missing documents, and your open questions.
You lower your bill, or get a firm answer from retention, without agreeing to a plan change or contract you did not approve.
You get a structured dossier covering the key data points for a specific property, with sources for each claim, ready to cross-check before you rely on it.
You get a table of real matching records from official state sites, each with a link, and you file the claims you choose on those sites yourself.