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insurance and accounting services

ServiTax

Your Trusted Partners in Insurance and Accounting with 15 Years of Expertise.

trusted over 3500+ client across country
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ServiTax Services

At ServiTax, we understand that trust is earned through consistent, reliable service.

Agent is signing the insurance contract for the car at the document on the desk.
Insurance
Customized insurance coverage ensuring your peace of mind and security.

Insurance Service

Insurance (Commercial and Personal)

Auto Insurance (Commercial and Personal): Protection for commercial and personal vehicles against financial losses in the event of accidents, theft, or other covered events.

General Liability: Coverage to protect against claims of liability that may arise during business operations.

Workers Compensation: Provides benefits to employees for work-related injuries or illnesses.

Umbrella: Extends liability coverage beyond existing policies for additional protection.

Inland Marine: Coverage for mobile property and equipment that travels over land, such as construction and transportation.

Life Insurance: Provides financial benefits to beneficiaries in the event of the insured's death.

Home Insurance: Protection for residential property against losses and damages.

Boat Insurance: Coverage for watercraft, offering protection against maritime risks.

usiness analyzing investment charts with calculator laptop. Accounting and technology in office
Accounting
Professional accounting services delivering accuracy and financial expertise.

Accounting

Professional accounting services delivering accuracy and financial expertise.

Payroll: Administration and processing of employee payroll.

Bookkeeping: Recording and classification of financial transactions.

Financial Reports: Creation of detailed reports to assess the financial health of the company.

QBO Training: Training in the use of QuickBooks Online for financial management.

New Corporation Filings: Guidance and assistance in creating new corporations.

Audits: Comprehensive review and evaluation of financial records.

IRS (Internal Revenue Service): Advice and compliance with federal tax regulations.

State: Compliance with state-level tax regulations.

Insurance: General tax preparation and filing services.

Personal Taxes: Preparation of tax returns for individuals.

Corporations: Specific tax services for corporate entities.

Partnerships: Advice and tax compliance for business partnerships.

Sole Proprietorships: Tax services for sole proprietors.

ITIN (W-7) and 1099s: Assistance in obtaining identification numbers and compliance with specific tax forms.

Notary: Notarial services to authenticate legal documents.

Why Choose Us ?

Strategic consulting for Insurance and Accounting Excellence.

Elevate your financial journey with ServiTax, your trusted partners in insurance and accounting. Let us guide you seamlessly to financial success. Partner with ServiTax today.

Insurance Service

Insurance (Commercial and Personal)

Auto Insurance (Commercial and Personal): Protection for commercial and personal vehicles against financial losses in the event of accidents, theft, or other covered events.

General Liability: Coverage to protect against claims of liability that may arise during business operations.

Workers Compensation: Provides benefits to employees for work-related injuries or illnesses.

Umbrella: Extends liability coverage beyond existing policies for additional protection.

Inland Marine: Coverage for mobile property and equipment that travels over land, such as construction and transportation.

Life Insurance: Provides financial benefits to beneficiaries in the event of the insured's death.

Home Insurance: Protection for residential property against losses and damages.

Boat Insurance: Coverage for watercraft, offering protection against maritime risks.

Insurance Service

Insurance (Commercial and Personal)

Auto Insurance (Commercial and Personal): Protection for commercial and personal vehicles against financial losses in the event of accidents, theft, or other covered events.

General Liability: Coverage to protect against claims of liability that may arise during business operations.

Workers Compensation: Provides benefits to employees for work-related injuries or illnesses.

Umbrella: Extends liability coverage beyond existing policies for additional protection.

Inland Marine: Coverage for mobile property and equipment that travels over land, such as construction and transportation.

Life Insurance: Provides financial benefits to beneficiaries in the event of the insured's death.

Home Insurance: Protection for residential property against losses and damages.

Boat Insurance: Coverage for watercraft, offering protection against maritime risks.

Accounting

Professional accounting services delivering accuracy and financial expertise.

Auto Insurance (Commercial and Personal): Protection for commercial and personal vehicles against financial losses in the event of accidents, theft, or other covered events.

General Liability: Coverage to protect against claims of liability that may arise during business operations.

Workers Compensation: Provides benefits to employees for work-related injuries or illnesses.

Umbrella: Extends liability coverage beyond existing policies for additional protection.

Inland Marine: Coverage for mobile property and equipment that travels over land, such as construction and transportation.

Life Insurance: Provides financial benefits to beneficiaries in the event of the insured's death.

Home Insurance: Protection for residential property against losses and damages.

Boat Insurance: Coverage for watercraft, offering protection against maritime risks.

Accounting

Professional accounting services delivering accuracy and financial expertise.

Auto Insurance (Commercial and Personal): Protection for commercial and personal vehicles against financial losses in the event of accidents, theft, or other covered events.

General Liability: Coverage to protect against claims of liability that may arise during business operations.

Workers Compensation: Provides benefits to employees for work-related injuries or illnesses.

Umbrella: Extends liability coverage beyond existing policies for additional protection.

Inland Marine: Coverage for mobile property and equipment that travels over land, such as construction and transportation.

Life Insurance: Provides financial benefits to beneficiaries in the event of the insured's death.

Home Insurance: Protection for residential property against losses and damages.

Boat Insurance: Coverage for watercraft, offering protection against maritime risks.

insurance and accounting services
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About Us

Your Trusted Partners in Insurance and Accounting with 15 Years of Expertise.

At ServiTax, we are more than just a service provider – we are your trusted partners in navigating the complex worlds of insurance and accounting. With a wealth of experience that spans 15 years, we bring a level of expertise that sets us apart.

Our journey in the industry has been marked by a relentless commitment to excellence and an unwavering dedication to our clients. Over the years, we have successfully guided numerous individuals and businesses through the intricacies of insurance solutions and financial management.

About us

What sets us apart is not just our extensive experience, but our proactive approach to understanding the unique needs of each client. We pride ourselves on staying ahead of industry trends, ever-evolving regulations, and cutting-edge technologies to provide you with innovative and tailored solutions.

At ServiTax, we understand that trust is earned through consistent, reliable service. Our seasoned team of professionals is here to ensure that you receive nothing short of the highest standard of care. From intricate insurance coverage to meticulous accounting services, we handle it all with precision and a personal touch.

Your journey to financial security and success is our priority. Join the ranks of satisfied clients who have benefited from our seasoned expertise. Choose ServiTax for a partnership built on experience, trust, and a shared commitment to your prosperity.

Our team

Our dedicated team is committed to delivering exceptional service and tailored solutions to meet your needs.

Andy Perez

Owner

Flor M.

Owner

Jacqueline

Executive Assistant

Kesley

Administrative Assistant

Mariana Baez

Receptionist

Your Trusted Partners in Insurance and Accounting With 15 Years of Expertise.

FAQs

Frequently Asked Question.

Find quick answers to your most frequently asked questions about our services. Browse categories for efficient search. We’re here to help!

Do you speak Spanish and English?

Yes.

What area do you serve?

Charlotte, Mecklenburg County, Gaston Union, York County, Cabarrus County and surrounding areas.

Do you do commercial and personal taxes?

Yes.

Do you process W7, what do I need to bring?

Yes, we need your physical and unexpired passport.

What type of insurance do you offer?

General Liability, Workers’ Compensation, Auto, Home and Life Insurance.

Do you open new companies and offer their bookkeeping?

Yes.

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Working Hours

January – March 
Mon a Fri 9:00Am – 6:00Pm
Sat 9:00Am – 2:00Pm

May – December
Mon a Fri 10:00Am – 5:00Pm
Sat 9:00Am – 2:00Pm