At The Accounting Firm LLC, we believe that complete financial care goes beyond bookkeeping and taxes. That’s why we proudly offer additional services through our affiliated entity, Notary Group LLC, which—like The Accounting Firm—is owned and operated under the same leadership for your convenience and peace of mind.

These services are designed to simplify your financial and legal processes while ensuring the highest standards of accuracy, privacy, and professionalism.

Our Extended Services Include:

Notary Public Services (via Notary Group LLC)

As part of our commitment to supporting your legal and financial needs, we offer certified notary services for a wide range of personal and business documents, including:

• Power of Attorney
• Real estate closing documents
• Affidavits & sworn statements
• Trusts and estate documents
• Business agreements and contracts

Appointments are available in-office or by arrangement for mobile notarization.

Estate and Trust Planning Services

Our estate planning services are designed to help you protect your assets, preserve your legacy, and ensure your wishes are clearly documented and legally structured. We work closely with your legal team or trusted advisors to guide you through tax-smart strategies for lifetime and posthumous wealth transfer.

Common estate planning options include:

• Revocable Living Trusts – Avoid probate and maintain control over your assets during your lifetime
• Last Will and Testament – Establish guardianship, distribute assets, and document final wishes
• Durable Power of Attorney – Appoint a trusted individual to manage financial matters if you become incapacitated
• Advance Medical Directive / Living Will – Outline healthcare decisions in case of serious illness
• Trust Administration & Tax Compliance – Ongoing tax support and recordkeeping for trusts and estates
• Beneficiary Designations Review – Ensure alignment with your estate planning goals
• Gifting Strategies & Asset Protection – Reduce estate tax liability through lifetime giving

Whether you need a document notarized or are building a long-term estate strategy, you can count on our firm to provide the accuracy, guidance, and confidentiality you deserve.

The Accounting Firm LLC and Notary Group LLC work together to offer an integrated experience—because when your financial and legal matters are aligned, your future is stronger.