Real Results for Real People

The Challenge

Received an IRS notice claiming she owed $4,800 in back taxes from a prior year. She had no idea how to respond and feared wage garnishment.

What We Did

VeriAccount reviewed her original return, identified a filing error made by her previous preparer, and submitted a corrected return with supporting documentation.

The Challenge

A catering business owner had not filed taxes for two years due to confusion about self-employment obligations. She feared penalties and potential audit.

What We Did

VeriAccount prepared both years of returns, applied all eligible deductions, and negotiated a penalty abatement with the IRS on her behalf.

The Challenge

A retired teacher suspected her late husband had unclaimed life insurance and pension benefits, but did not know where to look or how to file claims.

What We Did

VeriAccount conducted a comprehensive asset search across state unclaimed property databases, insurance registries, and pension administrators.

The Challenge

A family settling a parent's estate discovered references to old bank accounts and a possible annuity but had no documentation.

What We Did

VeriAccount traced accounts through financial institution records and the National Association of Insurance Commissioners database.

The Challenge

An insurance company denied a water damage claim, citing a policy exclusion the homeowner believed did not apply to her situation.

What We Did

VeriAccount reviewed the policy language, drafted a formal appeal letter citing applicable Maryland insurance regulations, and submitted supporting contractor estimates.

The Challenge

A long-term disability claim was denied after an injury left her unable to work. The insurer claimed her condition did not meet the policy definition of disability.

What We Did

VeriAccount coordinated with her physician to obtain supporting documentation, drafted a detailed appeal, and cited relevant case precedents.

The Challenge

A small nonprofit had been applying for federal grants independently for two years with no success. They needed funding to expand their after-school program.

What We Did

VeriAccount conducted a grant landscape analysis, identified three aligned funding opportunities, and wrote a compelling proposal with a detailed program narrative and budget.

The Challenge

A minority-owned creative agency wanted to apply for a state small business development grant but had never written a grant proposal before.

What We Did

VeriAccount guided the owners through the eligibility requirements, prepared the full application package, and submitted it before the deadline.

The Challenge

After a three-day hospital stay, he received bills totaling $28,000. His insurance had paid a portion, but the remaining balance contained errors and inflated charges.

What We Did

VeriAccount conducted a line-by-line audit of the itemized bill, identified duplicate charges and unbundled procedures, and negotiated directly with the hospital billing department.

The Challenge

A couple on fixed income received a $9,400 bill for outpatient surgery. Their Medicare supplement had denied coverage, claiming the procedure was elective.

What We Did

VeriAccount reviewed the denial, obtained a letter of medical necessity from the surgeon, and filed a formal appeal with supporting clinical documentation.

The Challenge

An elderly client needed a power of attorney and healthcare directive notarized but was homebound and unable to travel to an office.

What We Did

VeriAccount dispatched a mobile notary to the client's home, prepared the documents in advance, and ensured all signatures and witnesses were properly executed.

The Challenge

A business owner needed a commercial lease agreement and two contractor agreements notarized on short notice before a Friday deadline.

What We Did

VeriAccount arranged same-day mobile notary service, reviewed the documents for completeness, and notarized all three agreements at the client's office.