Document Organization, Tax Prep & Home Support for Seniors in Pittsburgh
We help older adults and their families organize their accounts and documents, prepare their taxes, and stay on top of important paperwork as needs arise. We also can recommend various home administration services: housekeepers, home cleaners, home repair people and the like with whom we have worked and who have proven trustworthy.
Schedule a ConsultationOur Services
Senior Financial Organization
We build a clear picture of your income and expenses, financial accounts, investments—both financial and non-financial—and key contacts, all in one simple document.
Document Review & Organization
We help you gather and organize statements from various sources, copies of insurance policies, wills and estate-related documents, tax-related records and so forth.
Tax Preparation
As holders of a PTIN (Prepared Tax Identification Number) issued by the IRS and having passed the individual tax preparation examination associated with the IRS' Enrolled Agent program, we can help you compile your tax information for submission to your accountant, or prepare your tax return for your signature.
Mobile Notary Services
From time to time you will need documents to be notarized. Rather than your having to drive to a notary's office and wait your turn, as a registered Pennsylvania notary, we can come to your house with all the necessary documentation and stamps and notarize your signature at home.
Home Administration & Trusted Referrals
Often we are asked for recommendations regarding various aspects of help around the house. In that regard, we are happy to recommend individuals whom we know well: housekeepers, home cleaners, home repair people, plumbers and the like, with whom we have worked and who have proven trustworthy over the years.
Ongoing Support
We can provide monthly or quarterly in-person check-ins to make sure that all your records and documents stay current as your situation evolves and to review developments in home administration.
A Simple Four-Step Process
Intake Call
We learn about your situation, goals, and what feels overwhelming.
First Session
We gather your documents and build your Financial Snapshot in a clear Excel workbook.
Delivery
You receive a complete overview: accounts, income, deadlines, key contacts, and next steps.
Ongoing Help
We stay available for questions, updates, and periodic reviews.
Why Pittsburgh Families Trust Us
"We help older adults organize their lives so that they can feel confident and in control."
We are not a bank, brokerage or insurance company. We never take custody of your money. Our only job is to bring order and clarity to life issues that have grown in complexity over decades. Our background includes a PhD focusing on economics, decades of experience in the financial services industry, and a certified tax and notarial background. That combination is rare.
Simple, Transparent Pricing
Initial Consultation
$100 to $200
First Session and Financial Snapshot
$150 to $250
Ongoing Monthly Support
$150 to $200
per month
Pricing varies based on complexity. Contact us for a personalized quote.
Get in Touch
We typically respond within one business day.
Disclosures
Three Rivers Services is a document organization and administrative support service. We are not a registered investment adviser, broker-dealer, bank, insurance company, or financial planner. We do not provide investment advice, legal advice, or tax advice, and nothing on this website should be construed as such. We do not take custody of client funds or securities at any time.
Our principal holds an Enrolled Agent designation issued by the Internal Revenue Service, which authorizes representation of taxpayers before the IRS. This designation does not constitute authorization to provide investment advisory or legal services.
Services are provided in the Commonwealth of Pennsylvania. Clients outside Pennsylvania should consult with a qualified professional in their jurisdiction before engaging our services.
Testimonials shown on this website are representative client experiences and may not reflect the experience of all clients. Individual results vary based on personal financial circumstances.
For questions regarding our services or this disclosure, please contact us directly at info@threeriversservices.com.