Betty's Insurance & Taxes

Betty's Insurance & Taxes We're a community service advisor, specializing in helping the Pleasant Grove area with anything from taxes, insurance, and immigration since 2002.

04/02/2020

Friends and clients,

Due to the need for social distancing due to COVID-19 (Coronavirus), and after thinking long and hard about this situation, we’ve decided to close the physical office to avoid contact as of April 3, 2020.

However, we will still be available to our customers and clients, as we know life doesn’t stop!!

Please feel free to contact us via phone or text at the following numbers:

Text/Tax questions- 214-707-8755
Spanish calls- 972-379-8397
English calls- 972-379-8396

If you have any questions, the following FAQ may help answer them. For anything else, don't hesitate to call us!

FAQs:

Q: I need to make a payment or renew my policy!�
A: No problem! Call or text us with your name and credit/debit card number. We can text or email you your confirmation number.

Q: I need to make a payment or renew my policy, BUT I don’t have a debit or credit card.�
A: We can also accept Paypal, Venmo, or Zelle.

Q: I just need a copy of my ID card or taxes.�
A: We can e-mail or text you a copy, just text us your name and where to send it (e-mail/text).

Q: I need to add/remove a car.
A: Text us the name on the policy and the VIN number of the car you want to add, or the make/model of the car you want to remove.

Q: I need a quote for car insurance!�
A: Text, call, or e-mail us the following information: your name, ID/DL/MX number, DOB, address, VIN numbers, type of coverage (liability/full coverage), other driver information (DOB/license info), if you own a home or have at least 6 months of proof of insurance, and your phone number. We’ll contact you with a quote to discuss your options.

Q: I need a quote for home insurance!�
A: Text, call, or e-mail us the following information: your name, address, and type of coverage you need for your home, as well as your phone number. We’ll contact you as well and discuss the quote.

Q: I need to cancel a policy.�
A: Call us! Different companies have different requirements to cancel the policy.

Q: I’m trying to find out where my tax refund is.�
A: Go to https://www.irs.gov/refunds and you’ll need the following information: Social Security #, filing status (single/married filing join/head of household/etc), and total refund amount. If you need any of this information, call us at 214-707-8755 and we can help you.

Q: I need to sign some documents for my insurance.�
A: Call us, and we can e-mail you a link for where to e-sign the documents right from your phone or computer.

Q: I had an accident! What do I do?
A: �Collect the following information from the person you had an accident with: ID, insurance information, contact information, photos of the damage to BOTH cars, location of the accident, and the police report if made. If you aren’t at fault, contact the insurance company for the other person’s insurance company otherwise, contact your insurance company. The phone number is on your ID card.

Q: I need a letter typed up.�
A: Call us! We can’t notarize any documents, but we can type them up and e-mail them to you.

** Unfortunately, the following services will not be available due to being out of the office:� Notary services, faxing, or copies. **

�Our quarantine office hours are as follows:

Monday-Friday 9:30am-6pm
Saturday and Sunday we will not be available

For anything else, contact us and we will help you to the best of our abilities. Good luck, be safe, and take care of yourselves and your family

03/13/2020

Dear friends and customers,

In light of the recent situation in Dallas, and because most of us have young children at home, if you are feeling sick or experiencing symptoms of COVID-19 aka Coronavirus, please do not come to the office! Instead, feel free to contact us by phone, 972-913-9445 or 214-391-1476 or text, 214-707-8755. We can handle most things by phone or we’ll come up with another solution!

Thank you for your understanding ❤️

Apreciados clientes,

Debido a la situación reciente en Dallas, y porque la mayoría de nosotros tenemos niños pequeños en casa, si se está sintiendo enfermo, experimentando síntomas de COVID-19 aka Coronavirus, por favor no entre a la oficina! Mejor contactamos por teléfono, 972-913-9445 o 214-391-1476, o texto 214-707-8755. Podemos manejar la mayoría de las transacciones por teléfono, o contrario podemos acordar otra solución.

Muchas gracias por su comprensión! ❤️

01/23/2017

Tax season is upon us, but that doesn't mean we aren't still doing auto and home insurance, notary services, general liability insurance, immigration filing, and so much more! Let us help you :) 972-913-9445

01/20/2017

So you've heard that the IRS is opening late this year, right?

No worries, here's what you need to know:

The IRS is opening January 23rd, but we're already starting!

We're expecting refunds to become available in the first half of February.

We are offering advances on your refund in the amount of $500, $800, or $1,200 this year! You could be approved to receive your refund the same day your return is sent to the IRS. Contact us for more details about this amazing deal.

Yes, we are still able to file your past years' taxes! We can go back and e-file 3 years even.

No health insurance last year? No problem. Let us explain the situation and answer any questions you might have.

Just because your W-2s are coming late doesn't mean we can't get started :)

Call us or come by to see how we can help you out!

972-913-9445

01/13/2017

Happy Friday! Tax season is upon us. Start bringing over your information and we can have you filed by the time the IRS OPENS!

Address

Dallas, TX
75217

Opening Hours

Monday 9:30am - 6pm
Tuesday 9:30am - 6pm
Wednesday 9:30am - 6pm
Thursday 9:30am - 6pm
Friday 9:30am - 6pm
Saturday 10am - 2pm

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