09/30/2026
Feeling overwhelmed by taxes, paperwork, or planning for your family's future? You don't have to figure it out alone.
On October 1st, we’re opening the Taxpayer CARE Center.
We’re an IRS Enrolled Agent, and a commissioned Notary Public for wills, trusts, POAs, and business documents.
We provide planning and consulting, coordinating with a licensed attorney for legal drafting, and with your financial advisor and our partner TaxUSign, so you have one trusted point of contact.
Organize the decisions now, so the people you trust aren't left guessing later.
Learn more here:
Taxpayer CARE Center helps individuals, families, and small business owners tackle the decisions people put off the longest, from notarizing a document to planning an estate to navigating a business challenge, so their financial lives stay organized.