Client Intake
Tell us your story.
A short, conversational intake — no dusty PDFs, no 40-field forms. We ask the next question based on your last answer, so you only cover what matters.
Tax Clients
Individual, self-employed, or business returns.
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Health Insurance
Individual & family ACA marketplace coverage.
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Medicare
Advantage, Supplement, Part D — plain English.
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Home Insurance
Homeowners, condo, renters, umbrella.
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Auto Insurance
Personal auto — new, renewal, or adding a driver.
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Commercial Insurance
GL, BOP, workers' comp, cyber, more.
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Small Group Health
Group benefits for 2–50 employees.
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Errors & Omissions
Professional liability for licensed pros.
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