At The Accounting Firm LLC, we understand that true financial wellness requires more than just expert bookkeeping and tax preparation. That’s why we’re proud to offer a full suite of Other Support Services through our affiliated entity, Notary Group LLC. Like The Accounting Firm, Notary Group LLC operates under the same trusted leadership, ensuring seamless coordination, convenience, and peace of mind for all our clients.

Our goal is to simplify your financial and legal processes while maintaining the highest standards of accuracy, privacy, and professionalism. By integrating these Other Support Services into your experience with us, we help you address a broader range of needs—all in one place.

Our Extended Services Include:

Notary Public Services (via Notary Group LLC)

As part of our commitment to comprehensive support, we offer certified notary public services for a wide variety of personal and business documents. Whether you’re an individual or a business owner, our notary team is available to assist with:

• Power of Attorney– Authorize a trusted individual to act on your behalf in financial, legal, or healthcare matters, ensuring your interests are protected when you cannot be present.
• Real estate closing documents– Facilitate smooth property transactions by notarizing deeds, mortgage agreements, refinancing paperwork, and other essential real estate forms required for legal transfer of ownership.
• Affidavits & sworn statements– Certify the authenticity of written statements for use in court proceedings, insurance claims, or official records, providing legally binding testimony or declarations.
• Trusts and estate documents– Notarize documents related to the creation or amendment of trusts, wills, and estate plans, helping you safeguard your assets and ensure your wishes are legally recognized.
• Business agreements and contracts– Validate a wide range of business documents, including partnership agreements, vendor contracts, and corporate resolutions, ensuring all parties’ signatures are legally binding and enforceable.

   

Appointments for notary services are available in-office at your convenience, and we also offer mobile notarization by special arrangement. This flexibility ensures that your important documents are executed properly, securely, and on your schedule.

Estate and Trust Planning Services

Our estate and trust planning services are designed to help you protect your assets, preserve your legacy, and ensure your wishes are clearly documented and legally structured. We collaborate with your legal team or trusted advisors to develop tax-efficient strategies for both lifetime and posthumous wealth transfer. Our approach is always personalized, reflecting your unique goals and circumstances.

Common estate planning options include:

• Revocable Living Trusts – Avoid probate and retain 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 – Clearly outline healthcare decisions in case of serious illness or incapacity
  
  
• Trust Administration & Tax Compliance – Ongoing tax support and record keeping for trusts and estates
  
  
• Beneficiary Designations Review – Ensure your beneficiary choices align with your overall estate planning goals
  
  
• Gifting Strategies & Asset Protection – Reduce estate tax liability and protect assets through thoughtful lifetime giving
  
  

Our team provides the guidance, accuracy, and confidentiality you deserve at every stage of the estate planning process. Whether you need a single document notarized or a comprehensive estate strategy, we’re here to help you make informed decisions that protect your family and your future.

Why Choose Our Other Support Services?

The Accounting Firm LLC and Notary Group LLC work together to deliver an integrated experience. By aligning your financial and legal matters under one roof, we help you save time, reduce stress, and ensure nothing falls through the cracks. Our commitment to professionalism, responsiveness, and quality means you can trust us with your most important documents and long-term plans.

If you’re ready to take advantage of our Other Support Services, contact us today to schedule a consultation or appointment. Let us show you how a coordinated approach to financial and legal support can strengthen your future.