1. Schedule Your Appointment

Choose a time and format that works for you—either in person at a convenient location or securely online via video. We offer flexible scheduling to fit your needs.

2. Verify and Review Documents

We’ll walk you through the verification process, ensuring all forms are completed accurately and in compliance with federal and institutional guidelines. For I-9, we verify identity and employment eligibility. For IRA, we confirm all required documentation.

3. Finalize and Submit

Once everything is properly reviewed, we’ll securely sign, notarize (if required), and return your documents to the appropriate party—employer, custodian, or financial institution. Digital copies and confirmation are provided for your records.