Services we offer

Unlock the potential of your financial future with our tailored services, crafted for those who appreciate accuracy and personalized attention. Our experienced team delivers exceptional guidance in insurance, tax planning, and notary services, ensuring your unique needs and goals are met with the highest level of professionalism and care.

Insurance Services

  • Auto Insurance: Protect your vehicle with customizable coverage options.

    • Personal Use: Commute, Pleasure

    • Business Use: Clients Visits, Real Estate trips, etc.

  • Leisure Vehicles Insurance: Motor Home, Motorcycle, RV’s, Travel Trailers, Watercrafts, Jet-Ski, ATV, UTV, Golf Carts, etc.

  • Commercial Auto Insurance: Safeguard your business vehicles with specialized coverage.

    • Cargo Vans, Utility Trucks, Flatbed Trucks, Stake Body, Catering Trucks, Refrigerated Trucks, Straight Trucks (box), Dump Trucks, Tank Trucks, “Cherry Picker” Trucks

  • Trailers: Utility trailers (open or closed), Gooseneck Trailer, Small horse and livestock trailers

  • Home Insurance: Safeguard your home and belongings against unforeseen events.

    • Primary residence, secondary residence, landlord policy (Dwelling Fire), Renters Insurance, Liability only for land w/o Structure

    • Single Family Home, Townhouse/Rowhouse, Duplex

  • Health Insurance: Ensure financial security for your loved ones. Obamacare, Medicare and Supplemental Plans available (DVH Insurance, Accidents Insurance, Cancer insurance, etc.)

  • Life Insurance: Access the different types of policies available with our flexible plans.

  • Events Insurance: Protects organizers from financial losses due to unforeseen incidents, such as cancellations, liability claims, or property damage. It provides coverage for various risks associated with hosting events, ensuring peace of mind and financial security.

  • Business Insurance: Protect your business assets and employees with our specialized coverage.

    • General Liability, Businessowners Policy, Workers Comp, Errors and Omissions, Cyber Liability

Taxes Services

  • Individual Tax Preparation: Expert assistance in filing personal tax returns to maximize deductions and credits.

    • Tax preparation, Tax ID transactions

  • Business Tax Services: Tailored tax strategies for small and large businesses, ensuring compliance and optimization.

    • Bookkeeping, Business Registration, End of Month Analysis, Business Taxes

    • Profit and Loss Services: Comprehensive analysis of your business's income and expenses to help you understand financial performance and make informed decisions.

  • Forms Assistance: Guidance on necessary tax forms to ensure accurate and timely submissions, minimizing the risk of errors.

    • Forms W4 / 1096 / 1099-MISC / W9

  • Tax Planning: Proactive strategies to minimize tax liabilities and enhance financial growth.

  • IRS Representation: Professional support during audits or disputes with the IRS.

  • Estate and Trust Tax Services: Guidance on tax implications for estates and trusts to ensure compliance and efficiency.

  • Business Accounting: Complete accounting services to maintain accurate financial records, helping you to focus on growing your business.

  • IRS Transactions: Payment processing, form submissions, and resolution of account discrepancies. Our expert team ensures compliance with IRS regulations, helping you navigate complex tax obligations and maintain accurate records for all your financial activities.

Notary Services

  • Notary Public: Certified professionals ready to witness and authenticate signatures on a variety of documents, ensuring their legality and validity.

  • Remote Online Notary: Convenient online notarization services that allow you to sign documents securely from anywhere, using video conferencing technology.

  • Loan Signing Agent: Specialized services for mortgage and loan documents, ensuring accurate completion and timely submission, facilitating smooth real estate transactions.

  • Services like:

    • Business/Purchase Contracts

    • Articles of Organization

    • Power of Attorney

    • Estimates

    • DMV Transactions

    • Weddings Officiant Services

    • Government Required Documents

    • Social Security Service Request Letters

    • and more…

Contact us

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