Access essential information, checklists, and official links to prepare for your notary or tax appointment.
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Quick answers about our documents, notary, and tax services.
Typically, you will need all W-2s, 1099 forms, investment income statements, documentation for deductions (medical, charitable, mortgage interest), and prior year's tax returns. For businesses, we'll also require profit and loss statements and balance sheets.
Our initial consultation sessions are typically 30 minutes. This allows us to understand your specific needs, review your documents, and determine the best approach for filing or planning. You can book a consultation using the form above.
Absolutely. We utilize the Quality File & Seal Protocol, which ensures all client documents and sensitive data are handled, stored, and transmitted using bank-level encryption and strict adherence to all privacy laws.
Contact us today to schedule your service or discuss your document needs.
3710 Rawlins Street, Dallas, TX, USA
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