Services

Taxes

Tax Return Preparation
Planning Taxes

Individual Tax Services

Tax Planning and Consulting
Tax Return Preparation
Financial Planning and Consulting
IRS and FTB Audits and Conflict Resolution

Business

Preparation of Year End Audit, Review and Compiled Financial Statements
Income Tax Return Preparation
Planning and Consulting for Business
IRS and FTB Audits and Conflict Resolution
Payroll, Property and Sales Tax Return Preparation

Notary Public

Our Notary public services are here to make your life easier. We can notarized Wills, trust, deeds, contract, affidavits, etc.

Mobile Notary Public

The Notary Public goes where you need them

Personal Insurance

Life Insurance: Whole Life, Term, Accident, Funeral Expenses

You do not buy life insurance policy; you buy an education for the kids, a lifetime income for your spouse, a pension for an old person.

You buy peace of mind, happiness and contentment

Covered California

Health Insurance

See how you can get Covered California rates through the state exchange and qualify for government health care program and tax credit

Medicare

Medicare Advantage Plan, Prescription Plan, Supplemental Plan

Schedule a Consultation

Business Registration

Get help in business formation, contracts, estate planning, trademarks, and other business services

We simply do not believe that it should cost thousands of dollars to create a will, form a business, or apply for a trademark. So we help you to go through the process

Financial Training

Would you like to do what we do? come to see us