Self-direction programs use Financial Management Services (FMS) to support regulation, tax, and budget compliance. FMS is focused on ensuring tax compliance and upholding program rules so participants can focus on managing their long-term care supports. Depending on the FMS model used, an FMS provider may be called a Fiscal/Employer Agent, Agency with Choice, Consumer-Directed Services Agency, Fiscal Intermediary or Fiscal Support Entity. These are our clients and they know FMS is complex work.
is used for FMS providers to perform their daily operations with streamlined accuracy.
provides FMS providers a leg up on the best policies, procedures and internal controls for their Fiscal/Employer Agent services.
prepares Schedule R for Forms 940 and 941 easily.