Amy's Paralegal & Tax Preparation Services
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Document type
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Introduction
- I have been a Paralegal for a little over 20 years with an emphasis in Intellectual Property, Estate Planning (Trusts & Wills), Civil, Small Claims and Family Law.
- Over the years I have also provided legal transcription services for law enforcement and various courts all over the country.
- I am also a licensed with the State of California as a Health, Accident and Life Insurance Broker (CA 4032015), and a Certified Agent with Covered California if you need assistance along those lines.
- Certified and bonded tax preparer, CRTP (PTIN: P02433445) currently working as a live agent for Intuit/TurboTax.
Overview
Hired 4 times
Background checked
1 employee
18 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Apple Pay, Cash, Check, Google Pay, PayPal, Samsung Pay, Venmo, and Zelle.
Services offered
Document type
Divorce
Guardianship / custody
Living trusts and wills
Corporations / LLC
Entity type
Individuals
Work location
My customers travel to me
I travel to my customers
Reviews
Customers rated this pro highly for work quality, professionalism, and responsiveness.
3.3
7 reviews
5
57%
4
0%
3
0%
2
0%
1
43%
Gina B.
Jan 7, 2021
Amy was professional and courteous every time I spoke with her and she always made sure I got the answers and documents I needed prepared.
Amy's Paralegal & Tax Preparation Services's reply
Thank you Gina, it was a pleasure working with you. Please contact me should you need further assistance or if you know someone who could benefit from my services, please feel free to pass on my contact information. Thank you again for your business.
Amy
Tim L.
Jan 24, 2021
Amy was a pleasure to work with. I would definitely work with her again.
Amy's Paralegal & Tax Preparation Services's reply
Thank you Tim - and the continued work is much appreciated!!
Amy
Paulo R.
Jan 29, 2021
Really helpful with a great work ethic and a great heart! Makes things much easier and not complicated!
Amy's Paralegal & Tax Preparation Services's reply
Thank you Paulo - love the feedback! Really enjoyed working and chatting with you - talk soon.
Amy
Thomas T.
Feb 22, 2021
·
Hired on Thumbtack
Hired on Thumbtack
I came across Amy during my search for a paralegal assistant to help me with my Family Case situation. I had emailed a few different paralegals and Amy was the first to respond and was willing to help me immediately. After our initial consultation she jumped on my paperwork right away! She was easy to work with, very patient and was very detail-oriented with everything from beginning to end. She also double-checked everything before she submitted my paperwork to the court systems. I am so glad that I found Amy and I am sure I will be using her for all of my paralegal needs in the future. If you are looking for a great, detail-oriented paralegal I definitely recommend Amy!
Amy's Paralegal & Tax Preparation Services's reply
Thank you Thomas, what a nice review - much appreciated.
Amy
Legal Document Preparation
Carolyn W.
Mar 22, 2021
·
Hired on Thumbtack
Hired on Thumbtack
She is not reliable, always missed appts and deadlines. I believed she didn't tell the truth about delivering/mailing documents. I asked numerous times for a copy of the final letter and proof that she mailed. Amy never provided me those documents.
Legal Document Preparation
Credentials
Background Check
Amy Wilson