Business Details
18 Years
experience
Your Trusted Insurance and Tax Services Provider in Sacramento, CA
Since 2008, Local Insurance & Tax has provided comprehensive insurance and tax solutions to individuals and businesses across California, Texas, South Carolina, North Carolina, and Idaho. As a family-owned and operated company, we prioritize personalized service and community engagement, leveraging relationships with over 20 insurance providers to tailor coverage options for home, auto, boat, RV, motorcycle, ATV, umbrella, rental property, condo owners, renters, and commercial clients. Our expertise extends to E-filing personal and small business federal and state tax returns, ensuring clients receive efficient, reliable service for both insurance and tax needs. 
Services
Auto Insurance
Home Insurance
Boat Insurance
RV Insurance
Commercial Insurance
Tax Services
ATV Insurance
Rental Property Insurance
Umbrella Insurance
Condo Insurance
Details
- Year established: 2008
Highlights and features
- We are a family-owned business with deep local roots since 2008.
- We partner with over 20 insurance providers to find tailored solutions.
- We offer integrated insurance and tax services under one roof.
- Our team provides personalized support for both individual and commercial clients.
- We serve diverse geographic regions including California, Texas, and the Carolinas.
Services
Auto Insurance
We provide comprehensive auto insurance solutions tailored to individual needs, including liability, collision, and uninsured motorist coverage. Our policies protect personal and commercial vehicles while offering flexible options for drivers of all ages and experience levels. With access to multiple providers, we ensure competitive rates and customized protection.
Home Insurance
Our home insurance policies safeguard residential properties against common risks like fire, theft, and natural disasters. Coverage options include dwelling protection, personal property coverage, and liability protection for homeowners and renters across multiple states. We help clients select optimal policy limits and deductibles.
Commercial Insurance
We offer specialized commercial insurance packages for small businesses, including liability protection, property coverage, and industry-specific risk management solutions. Our policies address diverse business needs while ensuring compliance with regulatory requirements and operational continuity.
Tax Services
We provide federal and state tax return preparation services for individuals and small businesses, utilizing secure E-filing systems for efficient processing. Our team stays updated on tax code changes to maximize client refunds and ensure accurate compliance with all regulatory requirements.
RV Insurance
Our RV insurance policies cover motorhomes, travel trailers, and fifth wheels with protection against collision damage, theft, and roadside emergencies. We offer customizable coverage options for full-time RVers and occasional users, including liability and comprehensive protection tailored to vehicle usage patterns.
Questions
What insurance products do you offer?
We provide auto, home, boat, RV, motorcycle, ATV, umbrella, rental property, condo, renters, and commercial insurance policies through 20+ providers.
Do you serve clients outside California?
Yes, we serve clients in Texas, South Carolina, North Carolina, and Idaho in addition to California residents.
Can I file taxes electronically through your agency?
Yes, we offer E-filing services for personal and small business federal and state tax returns.
Are you a locally owned business?
Yes, we are a family-owned and operated insurance and tax services provider established in 2008.
