Vital Investments Insurance & Tax
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Responds within a day
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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 life 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.
Services offered
Employment status
Customer is self-employed
Customer is not self-employed
Work location
My customers travel to me
I work remotely (phone or internet)
Reviews
Customers rated this pro highly for work quality, responsiveness, and professionalism.
Exceptional 5.0
59 reviews
5
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Read reviews that mention:
JORGE O.
Mar 11, 2026
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 tax preparation and insuring I got the best refund possible. Highly recommend
Individual Tax Preparation
nicole G.
Mar 11, 2026
From Google
Briseyda Lopez and her team were very knowledge, patient and trustworthy. You will definitely have a great experience if you work with them for any services. Briseyda saved me when I was confused about insurance. She's made the last 2 years run smoothly and trulycares abouther clients. When I was in fear God sent her may her and the team be blessed for what they do for the community.
Gaby S.
Dec 17, 2025
From Google
Very professional & kind! Omar helped me get my insurance set up easily, and even went as far as helping me book an appointment with a doctor. I appreciate you taking this task off of my hands and making this process so quick & simple.
Vital Investments Insurance & Tax's reply
Thank you so much Gaby! We’re happy to hear Omar made the process easy and went the extra mile to help you. We truly appreciate your trust and kind words! 😊
Laly G.
Dec 14, 2025
From Google
I would like to thank Kevin for his service and support. He worked around my schedule and was able to renew my policy promptly. Definitely recommend!
Vital Investments Insurance & Tax's reply
Thank you so much for taking the time to share your kind review! We love to hear that Kevin provided excellent service and was able to accommodate your schedule while renewing your policy. We appreciate your trust and look forward to continuing to serve you!
marshahnr
Nov 25, 2025
From Google
This is the 3rd year in a row where Jennifer Velsquez has helped me get great affordable insurance that actually meets my dental, medical, and vision needs. Im usually so overwhelmed trying to choose a plan that covers everything, but Jennifer stepped in and helped me understand multiples plans and what all they cover. Only insurance agent Ill ever work with! Forever grateful for her helping this mama
Vital Investments Insurance & Tax's reply
Thank you so much for your kind words! We’re so happy to hear Jennifer has been able to support you year after year. She truly loves helping families find the coverage that fits their needs. We’re grateful for your trust and are always here whenever you need us!
Credentials
Background Check
Briseyda Lopez