✨ NEW FOR 2026 ✨

Your One-Stop Resource for Insurance & Tax Preparation

I’m excited to announce that I now offer professional tax preparation services in addition to Marketplace and Medicare insurance guidance.

What This Means for You:

✔ One trusted professional
✔ Seamless support for insurance and taxes
✔ Clear guidance on tax credits & ACA requirements
✔ Stress-free documentation and filing
✔ A simplified, reliable experience you can count on

Whether you're enrolling in a new plan or preparing your taxes for the year, you’re fully supported from start to finish.

Optimal Tax & Insurance Services
Serving you with convenience, clarity, and care.

FAQ

Q: Why did you start offering tax preparation?

A: Insurance and taxes overlap more than most people realize — especially with Marketplace plans and premium tax credits. By offering both, I can help you stay compliant, avoid surprises, and keep everything organized in one place.

Q: Are you trained to prepare taxes?

A: Yes. I’ve completed professional tax training to deliver accurate, compliant, and reliable tax preparation services while providing the same level of care you already trust me for.

Q: Does this replace your insurance services?

A: Not at all! I’m still fully dedicated to helping you with Marketplace and Medicare coverage. Tax preparation is an added service to support you even better.

Q: Why should I let the same person handle insurance AND taxes?

A: Your insurance choices — especially for ACA plans — directly affect your taxes. Working with one person who understands both saves time, reduces confusion, and helps prevent tax issues.

Q: Can I send my family and friends?

A: Absolutely! Referrals are always welcome.