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Our Services

At GEFS Insurance & Tax Services, we provide expert assistance in the following areas:

Personal Lines of Insurance

  • Homeowners
  • Renters
  • Flood
  • Excess Flood
  • Car
  • Boat
  • Recreational Vehicle
  • Personal Umbrella
  • Personal Articles
  • Term Life
  • Whole Life
  • Universal Life
  • Long Term Care
  • Individoul Health

Commercial Lines of Insurance

  • Commercial Property
  • General Liability
  • Business Interuption
  • Business Owners (BOP)
  • Commercial Auto
  • Business Umbrella
  • Group Health

Wealth Management

  • Retirement Plans
  • Salary Continuation
  • Tax Plans
  • Simple 401k Plans
  • 403b Planning
  • 412e3 Pension Plans
  • College Savings Plans
  • Estate Plans
  • IRA Rollover
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Key Person Protection Plans
  • Executive Bonus Plans
  • Buy/Sell Agreements
  • Business Equity Plans
  • Professional Disability

Tax Services

  • Tax Planning
  • Tax Preparation and Filing
  • Tax Audit Representation
  • IRS Tax Resolution
  • IRS Wage Garnishment Resolution
  • IRS Tax Defense Representation

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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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