Offerings
Years of Experience, Unmatched Expertise
LLC, Sole Proprietorship, and 1099 Tax Preparation
A Dynamic Service for an Ever-Changing World
Expert Tax Preparation Services for Individuals and Businesses
At Global Insurance and Tax, we specialize in accurate and reliable tax preparation for personal returns, LLCs, sole proprietors, and independent contractors ( Schedule C). Our services go beyond tax filing — we offer complimentary business consulting, tax planning, and bookkeeping coaching to help you manage your finances year-round. Whether you're looking to maximize deductions, navigate complex tax structures, or need audit support, we're here to guide you every step of the way.
Expert Tax Financial Services for Businesses
At Global Insurance and Tax, we are more than just a financial services provider — we are your strategic partner, committed to supporting your business at every stage. We offer a full suite of customized financial solutions, including business and personal bank accounts, merchant processing, invoice factoring, lines of credit, and equipment and real estate loans to fuel your growth. Our expert consulting services cover strategic planning, tax and financial optimization, and risk management, all tailored to your unique needs. With hundreds of years of combined experience, we provide personalized support to help you scale, make informed financial decisions, and achieve lasting success. Let us be your trusted partner in driving your business forward.
Financial Services
We Understand Your Specific Needs
Insurance solutions are essential for safeguarding your future and providing peace of mind. Life insurance ensures your loved ones are financially secure in your absence, while health insurance covers medical expenses, promoting overall well-being. Property and casualty insurance protects your assets from unforeseen events, and group services offer comprehensive coverage for businesses, enhancing employee benefits. Individual services cater to personal needs, ensuring that everyone has the right protection tailored to their unique circumstances.
Insurance Solutions
Individual and Group
Life and Health Property and Casualty
Business Consulting
Every industry has its own accounting requirements and tax regulations. The Global Insurance and Tax staff has the resources and experience to manage finances in a wide variety of sectors. Read below to discover how we can apply our expertise to your situation.
