Insurance Agent

Information & Resources

Every minute spent on insurance and taxes is time not spent on things that matter most.
At U.S. based Insurance & Tax Services, being an insurance agent and tax preparer isn’t just about crunching numbers. It is about providing you an unparalleled level of service and guidance every step of the way.  It is more than just taxes and insurance, it is about being a true partner in your success.

Our services are designed specifically for individuals, business start-ups, entrepreneurs and businesses.

  • Insurance Services

    • We can handle the "plain jane" auto policy all the way up to a Million or Billion dollar business needing a "not so easy" business or employee benefits policy.

  • Medicare

    • We offer more than just one carrier.  Not everyone has the same medical needs.  We offer help in choosing the right policy for "YOU".

  • Tax Preparation

    • We can handle all 1040 returns no matter the state you reside in up to a small business (Sorry, no partnership or corporate taxes accepted at this time).

We promise to be responsive to your every move. We never lose sight to what really makes us valuable to you as a client, our genuine expertise.

We dislike hidden fees as much as you do. Our transparent pricing structure for tax services is that we charge by the form, not by the hour (minimum charge is $45), so you'll know exactly how much your service will cost without any surprises.  NO big box store prices.

Insurance & Tax Services has evolved into a successful practice by providing the kind of support you may not find in other firms.

We genuinely care about making life easier for our clients. So you can spend more time doing what you love, while we handle the rest.

 
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