Business Details
16 Years
experience
Trusted Tax & Insurance Services in California
Servicio Unico has been a trusted provider of tax and insurance services since 2010, serving California's Latino community with integrity and expertise. Our agency specializes in Auto, Home, Life, and Commercial Insurance, alongside comprehensive tax preparation and ITIN services. With four strategically located offices in Santa Ana, Montclair, Moreno Valley, and Baldwin Park, we combine over a decade of industry experience with personalized service. Our team of licensed professionals prioritizes client protection and financial security, offering tailored solutions that meet diverse needs.We maintain partnerships with top-rated insurance providers to ensure competitive rates and robust coverage options. Our commitment to excellence extends to tax services, where we leverage in-depth knowledge to maximize refunds and minimize liabilities. By integrating bilingual support and community-focused values, we simplify complex processes for our clients. Our growth since 2010 reflects our dedication to transparency, affordability, and unwavering customer satisfaction in both tax and insurance sectors.
Services
Auto Insurance
Commercial Auto
Home Insurance
Renters Insurance
Motorcycle Insurance
Life Insurance
Tax Services
ITIN Services
General Liability
Workers Compensation
Details
- Year established: 2010
Highlights and features
- Over 10 years of combined tax and insurance expertise since 2010
- Bilingual services tailored for Latino community needs
- Licensed professionals with four convenient California locations
- Partnerships with top-rated national insurance providers
- Specialized ITIN processing and business tax consulting
Services
Auto Insurance
We provide comprehensive Auto Insurance solutions that protect against financial losses from accidents, theft, or damage. Our services include liability coverage, collision protection, and uninsured motorist options. With partnerships across top-rated insurers, we secure competitive rates while ensuring adequate protection for personal and commercial vehicles.
Tax Services
Our Tax Services encompass personal and business tax preparation, ITIN applications, and refund maximization strategies. Certified professionals ensure accurate filings with federal and state authorities. We specialize in minimizing tax liabilities while maintaining compliance through thorough documentation and strategic financial planning for individuals and small businesses.
Life Insurance
We offer Life Insurance policies designed to protect families against financial hardship from unforeseen events. Our options include term life, whole life, and universal life coverage. Agents help clients evaluate appropriate coverage amounts based on income replacement needs, debt obligations, and long-term financial goals for family security.
Home Insurance
Our Home Insurance policies protect property owners against structural damage, personal liability, and additional living expenses. Coverage includes protection from fire, theft, and natural disasters. We provide customized policies that balance comprehensive protection with affordable premiums for California homeowners and renters.
ITIN Services
We specialize in ITIN processing for individuals without Social Security Numbers. Services include application preparation, document submission, and renewal assistance. Our experts ensure compliance with IRS requirements while enabling clients to access tax benefits, open bank accounts, and establish credit histories legally.
People
Laura Rodriguez
Executive Manager
Laura Rodriguez leads Servicio Unico's strategic operations with over a decade of experience in tax and insurance services. She oversees service quality and business development across all locations.
Karla Islas
General Manager
Karla Islas manages daily operations and client relations at Servicio Unico, ensuring service excellence across tax and insurance departments since joining in 2011.
Saira Leal
Tax Preparer
Saira Leal specializes in accurate tax preparation at our Santa Ana office, helping clients maximize refunds while maintaining compliance with federal and state regulations.
Lidia Toribio
Insurance Agent
Lidia Toribio provides personalized insurance solutions in Moreno Valley, combining product knowledge with client-focused service to ensure comprehensive protection plans.
Questions
What tax services do you specifically offer?
We provide personal tax preparation, business tax filing, ITIN processing, and tax consulting services for California residents.
Do you offer insurance for commercial vehicles?
Yes, we specialize in Commercial Auto Insurance with coverage options for business vehicles and fleet management.
Are your services available in Spanish?
Yes, we provide bilingual support to accommodate our Latino community clients' language preferences.
What locations serve the Inland Empire region?
We have four offices in Santa Ana, Montclair, Moreno Valley, and Baldwin Park for local accessibility.
Can you help with life insurance policy selection?
Our agents assist in choosing appropriate life insurance coverage based on individual financial needs and budget.
