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Reliable Mobile Notary and Bookkeeping Service

Services Provided

NOTARY SERVICES

Core Services Provided

  • Identity Verification: Checks government-issued photo IDs to confirm the signer's identity.

  • Signature Witnessing: Observes the physical or electronic signing of legal and financial documents.

  • Administering Oaths: Swears in signers for affidavits, depositions, and jurats.

  • Journal Logging: Records the details of each notarization act in an official notary journal.

Common Documents Handled

  • Real Estate: Mortgage closing packages, deeds, and title documents.

  • Estate Planning: Wills, trusts, and powers of attorney.

  • Legal and Medical: Affidavits, hospital consent forms, and healthcare directives.

  • Business: Corporate agreements and high-value contracts.

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BOOKKEEPING SERVICE

Strategic Tax Planning

  • Proactive strategies: Design multi-year plans to lower overall tax burdens.

  • Life and business events: Evaluate tax impacts of marriages, inheritances, real estate deals, or corporate restructuring.

  • Retirement optimization: Plan distributions, pensions, and investment withdrawals efficiently.

Compliance and Preparation

  • Accurate filing: Review income sources, deductions, and credits to maximize savings.

  • Entity guidance: Advise on corporate, partnership, or self-employment tax obligations.

  • Ongoing monitoring: Adjust quarterly withholdings or estimated payments

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TAX CONSULTATION

Core Services Provided

  • Daily transaction entry: Logs all sales, purchases, and expenses into software like QuickBooks or spreadsheets.

  • Bank reconciliation: Matches internal financial records with bank and credit card statements to find and fix errors.

  • Accounts receivable and payable: Sends customer invoices, tracks unpaid bills, and pays supplier costs.

  • Financial reporting: Creates basic statements like profit and loss (P&L) reports and balance sheets.

  • Payroll processing: Calculates employee paychecks and tracks labor costs.

  • Tax preparation support: Organizes financial data so accountants or tax filers can complete returns

Schedule Consultation

Reserve a Consultation

Select a convenient time to discuss organizational priorities and receive an initial assessment.

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Seal for the State of South Carolina Notary Public service, with a feather quill and a notary stamp icon.

Committed to Measurable Impact

We want to help make a impact on your life providing professional services to aide in finalizing documents and also assisting in your bookkeeping and tax consultation needs.

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Submit an Inquiry

Provide Info on whether you need Notary or Bookkeeping service, and a agent will respond within 2 hours.