If you hire this pro, you’re covered by a money-back guarantee. Learn more
If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
At Vital Insurance & Tax Services, we specialize in helping individuals, families, and small businesses navigate tax preparation and financial planning with ease. Based in Arlington, TX, we focus on making complex processes simple, ensuring you get the best coverage, the right tax solutions, and the financial guidance you need to thrive.
Whether you're planning for your future, protecting your loved ones with health insurance, or looking for expert tax services in Arlington, TX, our team is here to provide personalized solutions tailored to your unique needs.
Our experienced professionals work tirelessly to ensure your financial well-being and peace of mind. Whether you’re a business owner in need of tax support, or a an individual looking for financial literacy, we are here to help every step of the way.
Overview
Hired 2 times
Serves Arlington, TX
Background checked
10 employees
7 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Apple Pay, Cash, Credit card, Google Pay, Samsung Pay, Square cash app, and Zelle.
Customers rated this pro highly for work quality, responsiveness, and professionalism.
Exceptional 5.0
69 reviews
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Your trust means everything to us. Learn about our review guidelines.
Read reviews that mention:
JORGE O.
Mar 11, 2026
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Hired on Thumbtack
I had the pleasure of working with “BRI”. Her work ethic and attention to detail was incredible, furthermore she made sure to address all aspects of taxpreparation and insuring I got the best refund possible. Highly recommend
Individual Tax Preparation
Yessenia R.
Apr 6, 2026
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From Google
This was my first year doing my taxes with Vital Insurance & Tax, and I honestly feel like I finally found the right place. Briseyda "Bri" Lopez really knows what shes doing, she took the time to listen to my concerns and answered all my questions, it felt more like chatting with a friend than dealing with taxes.The whole process was smooth with the convenience of handling everything remotely and over the phone. Her office also kept me updated on my refund, which I really appreciated.10/10 recommend them!
Vital Investments Insurance & Tax's reply
Hi Yessenia! We’re so glad Bri made the process smooth and stress-free for you. Providing clear communication and support every step of the way, especially remotely, is something we deeply value. We appreciate your recommendation and look forward to working with you again! 🙌😊
Anju S.
Mar 29, 2026
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From Google
I went to Bri for my LLC Formation for my Realtor business and I was very Impressed by her speed and work ethic! I am glad I went to Vital Investments for the service and I highly recommend to others as well!
Vital Investments Insurance & Tax's reply
Hi Anju! Thank you for trusting us with your LLC formation. We’re so glad you had a great experience with Bri and we're wishing you much success with your Realtor business! Always here to support you! 😊
jesus H.
Mar 28, 2026
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From Google
Omar has been handling my taxes for 4 years now. I've stuck with Vital since they started even before they had their office and filing taxes from home. If you are looking for someone who is trustworthy, honest, and speak Spanish this the place!
Vital Investments Insurance & Tax's reply
Hi Jesus! Thank you so much for your kind words and for your continued loyalty and support over the years! Omar and the team are committed to providing honest, trustworthy service every time. We appreciate you and we look forward to serving you in the future! 🤗✨
GOOD G.
Mar 28, 2026
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From Google
I've been coming here to do my taxes since 2022. I also opened my LLC with them and wouldn't go anywhere else! Omar & Bri are friendly and explain everything to the T. Highly recommend them!
Vital Investments Insurance & Tax's reply
Hi! We’re so glad Omar and Bri have been able to support you every step of the way! Your recommendation means a lot to us, and we’re always here whenever you need us! Thank you for your continued trust since 2022! 🙌✨
Credentials
Background Check
Briseyda Lopez
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
Pricing depends on the service, complexity, number of forms, income sources, and amount of work required. We provide clear pricing after reviewing your needs, so you understand the cost before moving forward. Flexible payment methods are available. For tax preparation, additional forms, self-employment income, business activity, bookkeeping cleanup, or prior-year filings may affect the final price.
What is your typical process for working with a new customer?
We begin with a brief consultation to understand your needs and determine which documents or information will be required. Once everything is received, our team reviews the information, asks any necessary follow-up questions, and prepares the requested work. We explain the results and next steps clearly before anything is finalized. Appointments are available virtually or in person, with support in English and Spanish.
How did you get started doing this type of work?
Vital Investments was founded in 2019 with a mission to make essential financial and business services easier to understand. We saw that many individuals and business owners needed more than a completed form, they needed someone who would explain the process, answer their questions, and help them avoid costly mistakes. That education-first approach continues to guide how we provide tax preparation and business support today.
