Now Accepting New Clients for 2026

Your Financial Success, Every Day of the Year

Benefits 365 delivers expert tax preparation, tailored insurance solutions, and strategic consulting for individuals and small businesses who want to protect what matters most.

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Client Dashboard

● Active
$4.2M
Tax Savings Delivered
1,200+
Clients Served
98%
Client Retention
365
Days of Support
JDMRALKT

500+ five-star reviews from satisfied clients

1,200+
Clients Served
$4.2M
Tax Savings Delivered
98%
Client Retention Rate
365
Days of Year-Round Support
What We Offer

Three Pillars of Your Financial Confidence

From tax season to year-round planning, Benefits 365 is your single partner for financial protection and business growth.

Tax preparation
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Tax Services

Maximize your refund and minimize your liability with certified tax professionals who stay ahead of every regulation.

  • ✓Individual & Joint Tax Preparation
  • ✓Small Business & LLC Filing
  • ✓Tax Planning & Strategy
  • ✓IRS Resolution & Audit Support
  • ✓Quarterly Estimated Tax Filing
Insurance consultation
🛡️

Insurance Services

Protect your family, health, and assets with coverage options designed to fit your life stage and budget.

  • ✓Health & Life Insurance
  • ✓Business Liability Coverage
  • ✓Property & Casualty Insurance
  • ✓Medicare & Supplement Plans
  • ✓Benefits Enrollment Assistance
Business consulting
💼

Consulting Services

Get strategic guidance to launch, grow, and scale your business with real-world expertise and actionable plans.

  • ✓Business Formation & Structure
  • ✓Financial Planning & Budgeting
  • ✓Growth Strategy & Market Analysis
  • ✓Compliance & Regulatory Guidance
  • ✓Retirement & Succession Planning
Why Benefits 365

A Partner That Works as Hard as You Do

We don't believe in one-size-fits-all. Every client receives personalized attention, expert guidance, and a clear path to financial confidence — 365 days a year.

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Year-Round Availability

Unlike seasonal firms, we provide continuous support. Tax questions in July? Insurance review in November? We're here.

🔗

Integrated Expertise

Tax, insurance, and consulting under one roof means your financial strategy is cohesive, not fragmented.

👥

Built for Real People

We serve everyday consumers and small business owners — not corporations. Personal service, not a call center.

✨

Transparent & Trustworthy

No hidden fees, no jargon. We explain everything clearly so you make informed decisions with confidence.

Financial advisor
Team collaboration
98%
Client Retention
Client Stories

Trusted by Families & Business Owners

Real results from real people who chose Benefits 365 to protect and grow their financial future.

★★★★★
"Benefits 365 found deductions I didn't know existed. I've been doing my own taxes for years and leaving money on the table. Never going back."
SR
Sandra R.
Small Business Owner
★★★★★
"They helped me find affordable health coverage for my whole family and set up a life insurance plan I actually understand. The peace of mind is priceless."
MJ
Marcus J.
Father & Freelancer
★★★★★
"When I wanted to start my LLC, Benefits 365 walked me through everything — formation, tax setup, insurance. True one-stop shop."
TW
Tanya W.
New Business Owner
Join Our Team

Build Your Career at Benefits 365

We're growing and looking for passionate professionals who want to make a real difference in people's financial lives — every day of the year.

Flexible Schedule
Competitive Commission
Training Provided
Growth Opportunities
📋

Notary Public

Full-Time / Part-Time

Provide essential notarization services for our clients' legal and financial documents, loan signings, and real estate closings.

  • Notarize legal & financial documents
  • Mobile notary opportunities available
  • Loan signing agent certifications a plus
  • Commission active or willing to obtain
Apply Now
🛡️

Insurance Representative

Full-Time

Help individuals and families find the right health, life, and business insurance coverage to protect what matters most.

  • Health, life & property coverage sales
  • Medicare enrollment assistance
  • Licensed or willing to obtain license
  • Client relationship management
Apply Now
📊

Tax Specialist

Full-Time / Seasonal

Prepare individual and small business tax returns, identify deductions, and develop year-round tax strategies for clients.

  • Individual & business tax preparation
  • Tax planning & strategy advisory
  • IRS resolution & audit support
  • PTIN required; EA or CPA preferred
Apply Now
💼

Business Consultant

Full-Time

Guide small business owners and entrepreneurs through formation, financial planning, compliance, and growth strategy.

  • Business formation & structuring
  • Financial planning & budgeting
  • Growth strategy & market analysis
  • 2+ years business advisory experience
Apply Now

Don't see your role? We're always looking for talented people to join the Benefits 365 family.

Send Us Your Resume
Get Started Today

Ready to Take Control of Your Financial Future?

Fill out the form and a Benefits 365 advisor will contact you within 24 hours — or reach out directly.

Request a Free Consultation

Tell us about your needs and we'll match you with the right advisor.

Free · No obligation · 24hr response
✓

Thank You!

Your request has been submitted. A Benefits 365 advisor will reach out within 24 hours.

Need immediate help? Call or email us directly.

Reach Out Directly

📞
Call Us
(855) 339-5400
📧
Email Us
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🌐
Website
b365group.com

What to Expect

1
Submit Your RequestShare your details and area of interest.
2
Advisor MatchWe pair you with a tax, insurance, or consulting specialist.
3
Free ConsultationYour advisor reviews your situation and presents a plan.
4
Ongoing SupportWe stay with you year-round — not just at tax time.