Organizations that provide personal business assistance for people who are having difficulty handling their monetary affairs. Tasks may include sorting mail, paying bills, preparing checks for clients to sign, managing bank accounts, organizing tax documents and other records, interpreting medical insurance papers and verifying proper processing of claims, negotiating with creditors, and making referrals to legal, tax and investment professionals, as required.
$65,000 or less with dependents, $35,000 or less without dependents; worked & lived only in NYS but not in NYC; no rental property income; no sale of stocks, bonds, etc. If self-employed, no reported loss, no employees and business expenses under $35,000.