Health Insurance

• Individual & Family Health Plans (ACA / Marketplace)
• Self-Employed & Small Business Health Plans
• Dental Insurance
• Vision Insurance
• Supplemental Insurance
• Disease / Critical Illness Insurance

Personal Lines

• Auto Insurance
• Motorcycle Insurance
• Homeowners Insurance
• Renters Insurance
• Flood Insurance
• Boat & Watercraft Insurance
• Pet Insurance
• Mortgage Insurance
• Personal Umbrella Insurance

Commercial Lines

• Commercial Auto & Trucking Insurance
• General Liability Insurance
• Professional Liability
• Businessowner Insurance
• Commercial Property / Business Insurance
• Workers’ Compensation Insurance
• Commercial Flood Insurance
• Insurance Claim Consulting
• Aviation Insurance

Accounting

• Bookkeeping Services
• Payroll Accounting
• Administration Services

Personal Tax Preparation

• Tax Preparation Overview
• Personal Tax Overview
• Income Tax Return Preparation
• Income Tax Return Filing

Business Tax Preparation

• Business Tax Overview
• Corporate & LLC Tax Returns
• Year-Round Tax Planning

Notary

• In-Office Notarization
• Mobile Notary
• Remote Online Notary (RON)

Medical Billing

• End‑to‑End RCM: Billing & Coding
• Eligibility & Benefits Verification
• Prior Authorization Management
• Denial Management & Appeals (Projects)
• Provider Credentialing & Enrollment
• Coding Audits & Provider Education
• HIPAA Compliance & Risk Assessment