Client Resources

Welcome to the Client Resources page! At Williams Insurance, Notary, & Tax Service, I strive to provide my clients with valuable tools and information to support their health and financial needs.

Online Profile Creation for Tax Clients; Dental/Vision Insurance Quote & Enroll Portals

Once a tax customer becomes a client, an online profile will be created to enhance their tax experience. This personalized profile allows for convenient document uploads, process tracking, and seamless communication with me. Additionally, by clicking on the tabs below, you can obtain quotes and enroll in dental and vision coverage with the listed insurance companies.

Zoom Meetings and Educational Materials

Clients can connect with me for virtual assessments, discussions, and service reviews via Zoom. Additionally, I provide a range of educational materials to keep clients informed about financial planning topics.

Contact Information

For further assistance, clients can contact me through multiple channels, including phone, email, or live chat. I am here to support you every step of the way.

Click on Quote & Enrollment Tabs 

Take advantage of the convenient quote and enrollment links for various insurance companies listed below

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