Certified Docs
Official Stamp
Understanding
fully accredited notary public
Some of the most important legal documents in your life may need a licensed notary.
As a fully accredited notary public commissioned by the Governor, we are here to help you understand valuable insights about the documents being signed while meeting all legal requirements in Florida.
- A public officer commissioned by the Governor to administer oaths attest to or certify documents, and more.
- Documents signed on your behalf.
- Witness signatures on your legal documents and verify the signer’s identity.
- Official stamp
You might have various questions relating to notary services or your financial position in general.
Fees are based on Florida State Law. Additional fees may apply for extensive documents or services needed outside business hours.
How Can We Help You?
What Can I Expect?
Consultation
Are We A Good Fit?
A consultation with us offers you an invaluable opportunity to discuss your financial goals and challenges for yourself or your business.
We will delve into your unique situation, providing tailored advice and strategies to optimize your financial health. From here we can create an action plan that will set you on the path to financial success.
Expectations and timeline
So we are a great fit: What are the next steps?
- Accept your invitation to our secure document-sharing portal.
- Provide all requested documentation (ex., income documents, deduction details, investment records, healthcare information, business expenses, past financials, etc.). Requested documents will vary based on the services agreed upon.
- For bookkeeping and payroll clients: Review and sign service agreements. Provide access to necessary accounts.
- Communicate with our team as we work diligently to complete your services. We may need additional information and documents throughout the process.
Review
Will I have a chance to review all the work you have done on my behalf?
After our services have been finalized, we will conduct a comprehensive review with you.
Since our services are based on your individual needs, this will look different depending on what we have completed for you.
How Do I Get Started?
Frequently Asked Questions
We offer reliable precision, which is characterized by professional service that gives customers convenience while still considering detail in our handling.
To get started, all you need to do is schedule an initial consultation with us.
We understand that the process might feel a bit overwhelming initially, but that is exactly why we are here--to guide you through every step of the way.
During your consultation, you can expect a warm and informative session that is centered entirely around you and your financial needs. We will take the time to understand your specific situation, listen to your concerns, and answer any questions you may have. We will provide expert insights and recommendations for you, offering a clear path toward achieving your financial goals.
By the end of the consultation, you will have a solid understanding of how our services can benefit you, as well as a sense of security knowing that you are in capable hands.
All Your Financial Needs Tips
Summary of the Coronavirus Relief and Government Funding Bill, December 27, 2020
How does President Trump’s Executive Orders, For Economic Relief, affect you?
Paycheck Protection Program Flexibility Act
Start Planning
Get Started With Your Taxes Early This Year
Lack of tax planning leaves you liable to tax pitfalls. We offer tax expert services and comprehensive know-how to help you grow financially.
