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[quote=Anonymous][quote=Anonymous][quote=Anonymous]What kind of person can help me organize my recordkeeping in this situation?

I have a family of 4 - one very disabled adult who has a lot of medical costs - so much so that his expenses alone exceed 7% of our AGI. So we can deduct ALL our medical expenses above that threshhold from our taxes.

My two adult children (under 26) and I are both covered under his health insurance from work. He has Medicare as primary and his insurance as secondary. Kids and I have a decent amount of medical and dental issues with various doctors and dentists and therapists - all have their own billing system online. For dental coverage, my husband's insurance covers some and then I have insurance that covers some.

I have an FSA set up as well. So I just have a lot of bills and reimbursements and checks and deposits to manage - money is coming in and out. I can NEVER understand the EOB I get sent- can't figure out exactly what my FSA should reimburse or what I can list as a tax deduction at the end of the year.

I don't think I need a tax accountant for this, but some kind of bookkeeping help? I need to create some kind of workflow or process to track all bills, reimbursements and payments from the different insurers and the FSA to track out-of-pocket expenses versus reimbursed expenses. I'm worried about having proof in the event of an audit.

(It doesn't help that the kids are both still on our insurance but over 18 so I need them to print out documents and bills from their patient portals!)

I am really disorganized but trying to do my best but it would be great if someone knowledgable about both medical bills and taxes could help me get on the right track.  Any suggestions?[/quote]

I used these people on rockville for something else that was similar but not ongoing. It was helpful.
There are probably others who do this work locally too.

Expert Money Managment - Maryland and DC https://share.google/s8OfhyBHed5KkSQx8[/quote]

Omg this looks perfect, thank you![/quote]

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