Business Details
16 Years
experience
Expert Tax & Insurance Services in California
Servicio Unico has been a trusted provider of tax and insurance services since 2010, dedicated to serving the Latino community across California. 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 local expertise with over a decade of industry experience.Our team of licensed professionals prioritizes personalized service, ensuring clients receive tailored solutions that protect their families, properties, and financial futures. We pride ourselves on affordability, transparency, and a commitment to simplifying complex insurance and tax processes for our clients.
Services
Auto Insurance
Personal Tax Services
Home Insurance
ITIN Services
Life Insurance
Commercial Auto
Renters Insurance
Motorcycle Insurance
General Liability
Worker Comp
Details
- Year established: 2010
Highlights and features
- We have over 10 years of experience in tax and insurance services.
- Our team consists of licensed and professional agents.
- We specialize in serving the Latino community with tailored solutions.
- We offer a wide range of insurance products including auto, home, and life insurance.
- We provide personalized service with a commitment to affordability.
Services
Auto Insurance
We provide comprehensive auto insurance policies tailored to protect drivers and their vehicles. Our services include liability coverage, collision protection, and uninsured motorist options. Clients benefit from competitive rates and personalized guidance to ensure adequate financial safeguards.
Personal Tax Services
Our tax preparation services ensure accurate and timely filings for individuals. We specialize in maximizing refunds through expert knowledge of tax codes and deductions. Clients receive professional support for state and federal returns, including complex scenarios.
Home Insurance
We offer home insurance policies covering property damage, liability, and personal belongings. Our plans protect against common risks like fire, theft, and natural disasters. Clients receive customized coverage options to match their home's value and specific needs.
ITIN Services
Our ITIN services include application and renewal support for individuals without Social Security numbers. We help clients obtain ITINs to file taxes, claim dependents, and access financial services. The process is streamlined with expert documentation guidance.
Life Insurance
We provide life insurance solutions to protect families and dependents financially. Our term and whole life policies offer customizable coverage amounts and premium structures. Clients receive unbiased advice to select plans aligning with long-term financial goals.
People
Laura Rodriguez
Executive Manager
Laura leads our team with over 15 years of experience in insurance and tax services, ensuring operational excellence and client satisfaction across all locations.
Karla Islas
General Manager
Karla oversees daily operations and client relations, leveraging her decade-long expertise in insurance product management and community-focused service delivery.
Saira Leal
Tax Preparer
Saira specializes in individual and small business tax filings, known for her meticulous attention to detail and ability to maximize client refunds.
Lidia Toribio
Insurance Agent
Lidia provides expert insurance consultations, helping clients navigate policy options for auto, home, and commercial coverage with personalized recommendations.
Paola Carcamo
Tax Preparer
Paola assists clients with complex tax scenarios, offering bilingual support and in-depth knowledge of tax credits and compliance requirements.
Questions
What tax services do you offer?
We provide personal and business tax preparation, ITIN applications, and tax consulting services to ensure accurate filings and maximize refunds.
What types of insurance are available?
We offer auto, home, life, motorcycle, renters, commercial auto, general liability, and workers' compensation insurance policies.
Do you serve non-English speakers?
Yes, we specialize in serving the Latino community with bilingual support for both insurance and tax services.
Are your agents licensed?
All our insurance agents and tax preparers are fully licensed and trained to provide professional, compliant services.
Where are your offices located?
We have four locations in Santa Ana, Montclair, Moreno Valley, and Baldwin Park, California for convenient client access.
