Tax Preparation
Individual and business tax preparation and related administrative support, subject to applicable preparer requirements.
Newzion Multiservices helps individuals and families navigate important financial, insurance, document-preparation, and administrative needs with organized support and secure online access.
Service availability and scope vary by service type, credential, jurisdiction, and engagement. Legal document preparation by non-attorneys does not include legal advice.
Newzion Multiservices offers a range of professional and document-support services. Specific terms and qualifications are provided for each engagement.
Individual and business tax preparation and related administrative support, subject to applicable preparer requirements.
Insurance-related assistance through appropriately licensed channels, with coverage subject to carrier terms and eligibility.
Non-attorney immigration consulting and document-preparation support within applicable registration and legal limits.
Preparation of court forms and related documents by authorized non-attorney document professionals where permitted.
Notarial services for eligible documents, subject to identity, document, and jurisdictional requirements.
Document-preparation support for eligible estate-planning matters, with scope defined in the applicable service agreement.
We use secure technology and role-based workflows to help keep sensitive information out of ordinary email and text messages whenever possible.
Authorized users access matter information through the Newzion portal.
Text alerts are designed to avoid sensitive client details and documents.
Transactional and marketing texts use separate consent choices.
Access is tied to the user and the applicable service or matter.
Newzion may use SMS for service-related communications such as appointment reminders, document-request reminders, secure-portal notifications, matter or service updates, payment reminders, and professional assignment alerts.
Clients may also separately choose to receive promotional or marketing messages about Newzion services, announcements, or offers.
Marketing consent is separate and optional. A person may receive requested services without agreeing to promotional SMS.
Sensitive documents and detailed client information are not intended to be transmitted by SMS. When appropriate, the message directs the recipient to the secure Newzion portal.
Recipients may opt out by replying STOP. For help, reply HELP or contact mpaez@newzionservices.com. Message frequency varies. Message and data rates may apply.
The disclosures below show the choices used for Newzion SMS enrollment. Both checkboxes are unchecked by default.
See our Terms & SMS Terms and Privacy Policy.
Questions about services or the secure portal? Contact Newzion Multiservices and we’ll respond as soon as reasonably possible.