Forward Self Help provides straightforward trust documents, on-time notary service, tax preparation, and clear help completing legal & administrative forms. Transparent pricing. Friendly guidance. No pressure.
Avoid probate, name successors, and protect your wishes. Includes pourover will, HIPAA release, and guidance packet.
We come to you or meet online where allowed. Real estate, affidavits, powers of attorney, and more.
Clear, step-by-step help to complete forms and assemble filings. You review and approve every draft.
Personal and small-business returns (1040, Schedule C), amended returns, and year-round support. CTEC registered • PTIN holder. California service area.
Designed for individuals, couples, and families who want to avoid probate and streamline asset transfer.
Mobile and in‑office notarization for acknowledgments, jurats, loan signings, and more.
We help you complete forms accurately and assemble supporting documents.
Individual and small‑business returns with clear, upfront pricing and a simple document checklist.
Living Trust Package
Individual. Couples from $995. Includes will(s), powers, healthcare directive, HIPAA, and guidance.
Recording, filing, courier, or third‑party fees (if any) billed at cost.
Notary Public
Mobile travel from $35+. Loan signings flat‑rate available. Remote notarization where allowed.
Pricing may vary by jurisdiction—use the contact form for an exact quote.
Document Assistance
Clear scope before we begin. Many common tasks available at a flat project rate.
Tax Preparation
1040 with standard forms. Schedule C, rental schedules, and complex items are additional. You’ll get an exact quote before we begin.
California service area • CTEC registered • PTIN holder • E‑file included.
No—Forward Self Help provides document preparation, notary services, and tax preparation. We do not provide legal advice. If you need legal advice, we can refer you to a licensed attorney.
Yes, we can coordinate recording/filing when requested. Government and third‑party fees are billed at cost.
Yes. We travel to homes, hospitals, and offices. Remote options may be available depending on your state’s rules.
Please bring a photo ID, last year’s return, W‑2/1099s, and any deduction/credit documentation (e.g., mortgage interest, tuition, childcare). We’ll provide a checklist after your intro call.
Contact: Stephanie Ross
Phone: (510) 365-9018
Email: forwardselfhelpinc@gmail.com
Hours: Mon–Sat 9:00a–7:00p
Service Area: California (mobile & online appointments).
Credentials: CTEC registered • PTIN holder.
Disclaimer: We are not attorneys. We can provide self‑help services at your specific direction. We cannot provide legal advice or representation in court.