Featured Tax Prep & Notary Services

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Tax Prep & Notary Services

A Value Add for Our Clients

Insurance is all about relationships and trust. You're not a licensed agent and you can't be expected to know everything about insurance, so you need to trust that your agent operates ethically and professionally and has your best interest in mind.

At The Pentagon Group, we take that same approach with Personal Taxes. We've been preparing personal tax returns for our clients for years and put that same ethical and professional effort into each and every prepared tax return.

Not all of our Agents prepare tax returns, but those that do have gone through rigorous training and IRS background checks so you can feel confident that your tax return is being prepared by a licensed, trained professional.

We also offer notary services.

Our Partners

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  • Aetna
  • AFXpress
  • Aliera Health
  • All Risk
  • AM Trust
  • Arrowhead
  • ASI
  • BH Homestate
  • BTIS
  • Burns & Wilcox
  • C N A Surety
  • DairyLand
  • Delta Dental
  • Dovetail
  • Foremost
  • Guard
  • Hagerty
  • Hull & Co