Legal and Estate Documents

• Power of Attorney (Durable, Medical, Financial)

• Wills and Living Wills

• Trust Documents and Amendments

• Estate Planning Packages

• Adoption and Surrogacy Agreements

• Family Law Agreements

• Affidavit Signings and Oaths

• Deposition Oaths

• Immigration Forms and ID Verification

• Witness Signings

• Minor Travel Consent Forms

• Apostille Services

Business and Corporate Services

• Business Contracts and Agreements

• Executive Signings (C-suite, remote or on-site)

• Mergers & Acquisitions Documents

• Corporate Resolutions

• Ownership & Beneficiary Changes

• Vendor Agreements

• I-9 Verifications for Remote Employees

• Separation and Employment Agreements

• Apostille for Business Use

• Authentication of Corporate Documents

Real Estate and Title Transactions

• Buyer & Seller Document Signings

• Purchase Agreements

• Refinance Loans

• HELOCs

• Reverse Mortgages

• Loan Modifications

• Cash Transactions

• CEMA Loans (New York)

• 1031 Exchange Documents

• Investment Property Packages

• Deed Signings (Quitclaim, Warranty, etc.)

• Escrow Signings

• Property Photos (optional field services)

Lenders and Financial Institutions

• Commercial Loan Signings

• SBA 7a and Express Loan Packages

• Bank and Credit Union Transactions

• Rollover Paperwork

• Beneficiary Designation Changes

• Private Wealth and Investment Paperwork

• IRA and Retirement Account Signings

Auto, Travel, and Personal Paperwork

• Vehicle Title Transfers

• DMV-Related Documents

• Travel Consent Letters

• Registration Renewals

• Drivers License Restorations

• Antique & Classic Titles

• Abandoned Vehicles

• Salvage Titles

Service Types

• Mobile Notary Appointments (Nationwide)

• Remote Online Notarizations (RON)

• Apostille Coordination (Domestic and International)

• White-Glove VIP Signings

• Witness Coordination

• Scanbacks and Secure Document Handling

Accounting & Bookkeeping Services

• Full-service bookkeeping (monthly, quarterly, or annual)

• Accounts payable & accounts receivable management

• Bank and credit card reconciliations

• General ledger maintenance

• Financial statement preparation (Profit & Loss, Balance Sheet)

• Payroll processing & payroll tax filings

• Sales tax setup, filings, and compliance

• Expense tracking & categorization

• QuickBooks setup, cleanup, and ongoing support

• Catch-up & backlog bookkeeping

• Budgeting & cash flow analysis

• Year-end financial reporting for tax preparation

• Business income & expense tracking

• 1099 preparation and filing

• New business accounting setup & guidance

Tax Preparation Services

• Individual federal & state tax return preparation

• Joint & married filing tax returns

• Self-employed & independent contractor tax preparation

• Small business & Schedule C tax returns

• LLC, partnership, and business tax filings

• Prior-year and amended tax returns

• Tax credit identification & optimization

• Dependents, child tax credits & education credits

• Retirement, investment, and miscellaneous income reporting

• Sales tax reporting support (where applicable)

• Estimated quarterly tax calculations

• Tax planning & year-round tax guidance

• IRS notice review & response assistance

• Audit support & documentation preparation

• E-filing with direct deposit options

Business Setup Services

• Business formation services (LLC, S-Corporation, and other entities)

• Guidance on entity selection (LLC vs. S-Corp, etc.)

• State business registration and filings

• Employer Identification Number (EIN) application with the IRS

• MY PA Path account setup and management

• State and local tax account registrations

• Sales tax license setup

• Business license and permit assistance

• New business compliance guidance

• Operating agreement and basic formation document support

• Business account setup coordination

• Ongoing compliance and filing support