Your privacy choices

As described in our Privacy Policy, we collect personal information from your interactions with us and our website, including through cookies and similar technologies. We may also share this personal information with third parties, including advertising partners. We do this in order to show you ads on other websites that are more relevant to your interests and for other reasons outlined in our privacy policy.

Sharing of personal information for targeted advertising based on your interaction on different websites may be considered "sales", "sharing", or "targeted advertising" under certain U.S. state privacy laws. Depending on where you live, you may have the right to opt out of these activities. If you would like to exercise this opt-out right, please follow the instructions below.

If you visit our website with the Global Privacy Control opt-out preference signal enabled, depending on where you are, we will treat this as a request to opt-out of activity that may be considered a “sale” or “sharing” of personal information or other uses that may be considered targeted advertising for the device and browser you used to visit our website.

What documents do I need to bring for tax preparation?

To prepare your taxes efficiently, please bring:

• Your government-issued ID
• Social Security cards for yourself and dependents
• W-2s, 1099s, and other income statements
• Proof of expenses or deductions (e.g., receipts, medical bills, tuition statements)
• Last year’s tax return (if available)

If you’re unsure about what to bring, contact us, and we’ll guide you.

Do you offer virtual tax preparation services?

Yes! We provide secure virtual tax preparation services for your convenience. Simply upload your documents through our secure portal, and we’ll handle the rest.

How often should I update my bookkeeping records?

Regular updates are essential for accurate financial management. We recommend monthly updates, but we can tailor our services to your specific needs.

What types of life insurance do you offer?

We offer a range of life insurance solutions, including term life, whole life, and universal life policies. We’ll work with you to select the best coverage for your goals and budget.

How can I schedule a notary appointment?

Scheduling is easy! Call us or book online to arrange an appointment at our office or a location convenient for you.

Do you work with small businesses?

Absolutely! We specialize in helping small businesses with bookkeeping, tax preparation, and financial planning to ensure success and growth.

How much do your services cost?

Our pricing varies depending on the complexity of the services you need. Contact us for a personalized quote. We’re committed to offering competitive rates without compromising quality.

How do I get started with your services?

Simply reach out to us through our Contact Us page. We’ll schedule an initial consultation to discuss your needs and create a customized plan for you.