Certified Field Agent Can Help With Financial Problems

When you are dealing with financial issues, it is crucial to have the documents you need to proceed. Whether you are filing for bankruptcy, dealing with tax audits from the IRS, or sorting through Will and Trust documents, there are plenty of reasons why you might need the help of Certified Field Agent to gather the supporting documentation required.

Bankruptcy Filing

Going through the process of filing for bankruptcy is not fun for anyone. To make matters more difficult, personal and business bankruptcy cases are handled by the Federal courts. This can make it even more difficult to track down related records and filings should you need them at a later date. These records can also be costly to track down as you work your way through the system. If you need to retrieve your bankruptcy filing and related records, consider using the network of Certified Field Agent to get the job done.

Tax Records

There are two things that are certain in life, death and taxes. It is essential to keep past tax records should the need to visit them arise, but unfortunately these records are not indestructible. If there is a fire, floor, or theft, you might lose the records that you had carefully stored away. Thankfully, the IRS keeps these records on file, but they are not available online so you will need to look into other avenues for retrieving them. That is where Certified Field Agent becomes crucial. We are able to retrieve copies of your past tax returns. As an added benefit we can also store these records electronically so that you never risk losing them again.

Will & Trust Documents

When someone passes and leaves a Will and or a Trust behind, there may be large sums of money available. This means that great care needs to be taken throughout the process of allocating money to the appropriate parties. You might not be aware of this, but a trust is a legally binding document that doesn’t need to be filed as public record. That means if a trustor loses the original documents it can be difficult to track them down. That is where Certified Field Agent comes into play. We have the ability to track down your Will and Trust documents in an efficient manner.

Do You Need Our Help During Your Financial Situation?

When you find yourself in any legal or financial situation, you want to make sure that you have the documents that you need. Unfortunately, these documents are not always easy to track down. It is never as simple as pulling up your old tax records online, or calling the court to get a copy of Will and Trust documents sent over. Often times locating these documents requires driving to different venues and taking the time to track them down and secure copies. If you are looking to have someone else do the legwork for you, give us a call at 714-632-3480!