ग्लोबल इंश्योरेंस और टैक्स से मिलें

क्या हमें एक अग्रणी लेखाकार बनाता है

At Global Insurance and Tax, we are more than just a service provider — we are a strategic partner dedicated to helping businesses and individuals thrive. With a comprehensive suite of financial, insurance, and consulting services, our mission is to offer tailored solutions that meet the unique needs of every client. Whether you're starting a business, scaling an existing company, or managing personal finances, we are here to support you every step of the way.

Our Mission

Our mission is simple: to provide customized financial, insurance, and business solutions that empower our clients to achieve their goals. We believe that success comes from a blend of expert advice, innovative solutions, and unwavering support, and we strive to deliver all three to every client we serve. At Global Insurance and Tax, we are committed to being a trusted partner in your success, offering you peace of mind and the tools to grow.

Our Services

Financial Services

We understand that every business and individual has different financial needs. That’s why we offer a range of financial services to help you manage and grow your wealth effectively:

Business and Personal Bank Accounts: We assist in setting up tailored banking solutions for both personal and business needs, providing a strong financial foundation.
Merchant Processing: Our secure merchant services help businesses streamline transactions, reduce processing costs, and improve cash flow.
Invoice Factoring & Lines of Credit: We provide access to flexible financing options, including invoice factoring and client lines of credit, ensuring that businesses can maintain liquidity and seize growth opportunities.
Equipment and Real Estate Loans: For businesses looking to expand or invest in critical assets, we offer tailored loan solutions with competitive terms.

Insurance Solutions

At Global Insurance and Tax, we know that protecting what matters most is essential. We offer a wide range of insurance solutions to safeguard your personal and business assets:

Individual and Group Life Insurance: Offering peace of mind through customized life insurance plans for individuals and businesses alike.
Health Insurance, Including Obamacare: Access to affordable healthcare through individual and group plans, including guidance on Obamacare compliance.
Property and Casualty Insurance: Protecting your business and personal assets with comprehensive coverage against accidents, property damage, and liability risks.

Business Consulting

Our business consulting services are designed to help companies of all sizes navigate challenges, uncover opportunities, and achieve lasting growth. Our consulting expertise includes:

Business Plan Drafting: Creating detailed, professional business plans tailored to help secure financing, guide operations, and drive long-term success.
Marketing and Advertising: Developing powerful marketing strategies that enhance your brand and reach your target audience effectively.
Content Strategy: Crafting engaging, relevant content that resonates with your audience and supports your overall marketing objectives.
Website and E-commerce Development: Building and optimizing websites and e-commerce platforms that drive sales and enhance user experience.
Mobile App Development: Creating user-friendly mobile apps to improve customer engagement and streamline operations.
Social Media Marketing: Managing and growing your online presence to boost brand awareness and customer engagement.
Gift and Loyalty Card Programs: Implementing loyalty and gift card programs that reward customer retention and drive repeat business.

Tax Planning and Preparation

We specialize in providing comprehensive tax planning and preparation services for both individuals and businesses, ensuring compliance and optimizing tax efficiency:

Personal, LLC, Sole Proprietor, and 1099 Schedule C Tax Preparation: Expert tax preparation services to maximize deductions and minimize tax liabilities.
Tax Planning: Proactive strategies that help you plan for the future and reduce your tax burden.
Bookkeeping and Accounting Coaching: Coaching services that help you set up and manage effective bookkeeping systems, making tax preparation seamless and stress-free.

Why Choose Global Insurance and Tax?

With hundreds of years of combined experience, the team at Global Insurance and Tax is committed to delivering results-driven solutions for every client. Our success is built on a foundation of trust, expertise, and personalized service. We understand the unique challenges businesses face, and our tailored approach ensures that you receive the right solutions for your specific needs.

Experience You Can Trust: Our team of seasoned experts has extensive knowledge across a wide range of industries, providing you with actionable insights and strategies.
Customized Solutions: No two businesses are alike, and that’s why we offer tailored services that fit your goals and challenges.
Comprehensive Support: From tax planning and financial services to business consulting and marketing, we are your one-stop shop for all your business and financial needs.

At Global Insurance and Tax, we’re not just focused on short-term success — we’re committed to building lasting partnerships. Our team is here to help you make informed decisions, grow your business, and secure your financial future. Whether you're seeking financial guidance, insurance coverage, or strategic consulting, Global Insurance and Tax is here to support you on your journey to success.

Let’s Work Together

Get in touch so we can start working together.