Tax & Business Services
Personal Tax Preparation
We’ll review your income documents, discuss deductions and credits you may qualify for, and go over your completed individual return with you.
Business Tax Preparation
Get help preparing your business tax return using your income, expense, and other financial records. We’ll let you know what to bring based on your business structure.
Local Sales Tax Assistance
Get help organizing your sales records and preparing sales tax filings for your business.
Corporate Document Preparation
Get administrative help preparing and organizing routine company records and forms.
Business & Corporate Filings
Get administrative help with business registration paperwork, annual filings, and updates to an existing business registration.
Credit Education
Credit Education
In a one-on-one session, we’ll explain how credit works in plain language. Learn how to read a credit report, understand payment history and inquiries, and recognize why you may see different credit scores. We’ll discuss everyday habits around payments, card balances, and credit monitoring, including how to plan ahead for goals like renting, buying a home, or financing a vehicle.
The credit score shown in the photo is an example for illustration only. It is not a client result, goal, or guarantee.
Life, Health, Dental & Vision Insurance
Health Insurance
Compare available plans, including Marketplace options where available. We’ll review premiums, deductibles, provider networks, and prescription benefits with you.
Life Insurance
Explore coverage that can help loved ones manage household bills, a mortgage, or final expenses. We’ll explain the differences between term and permanent life insurance and help you compare coverage based on your needs.
Dental Insurance
Compare plans for routine care and services such as fillings or crowns, depending on the plan. We’ll help you check dentist participation, waiting periods, deductibles, and annual benefit limits.
Vision Insurance
Explore plans that may help cover routine eye exams, glasses, or contact lenses. Compare provider networks, exam copays, eyewear allowances, and how often benefits are available.
Home & Auto Insurance Coming Soon
We're not offering this yet.
Notary & Document Services
Notary Public
Bring the complete document and a valid photo ID. Check whether witnesses are needed. If your signature needs to be witnessed, wait to sign at the appointment.
eFax Services
Get help sending documents by electronic fax. Have your documents ready and confirm the recipient’s fax number before contacting us.
Spanish–English Document Translation
Request translation from Spanish to English or English to Spanish for documents such as birth certificates, marriage certificates, and school records. Tell us which organization will receive the translation so we can confirm its format and certification requirements.
Apostille Assistance
Get help identifying the appropriate authority, reviewing its submission instructions, and preparing an apostille request. Tell us where the document was issued and which country will receive it. The designated government authority issues the apostille.
Birth Certificate Ordering Assistance
Get help locating the vital records office, reviewing identification and eligibility requirements, and preparing a request for a certified copy. You can ask about translation and apostille assistance in the same inquiry.
Immigration Form Assistance
Immigration Form Assistance
Get clerical help entering the information you provide into a government form you’ve already selected. For advice about eligibility, which form to file, or how to answer a legal question, speak with a qualified immigration attorney or a DOJ-accredited representative.