OUR SERVICES

Being with you in your life's journey, every step of the way!  Making each experience memorable.

Tax preparation

Driven by helping clients prepare their tax return, our company is designed to keep tax preparation simple.  With the constant change in IRS regulations, we are here to advice and guide you on how to pay the least amount of taxes possible.  Our technology has also provided us with fast, efficient, and affordable tax preparation services over the years.   We have secure portals for our transfers of files and can communicate via e-mail, phone Skype, Google, and many methods to provide our clients the assistance they need wherever they are in the world.  We will continue to open our location for clients that would like to meet face-to-face.  We specialize in individual tax returns but also accept tax return on a case by case scenario.

Real estate (Realtor)

With encouragement from recurring clients, real estate services was added to assure that our clients meet their needs.  Providing you with extraordinary service and integrity, our goal is to educate our first time home buyers, connect buyers to a comfortable, home, and sell homes fast and efficiently.  Buying and selling homes can be complicated and we are here to help.  Our level of success is measured through our enduring relationship with our clients and their satisfaction is our key point of existence.  Have you considered selling or buying a home or upgrading to a better home?  Please call us for an appointment. 

Notary

We offer notary services for our recurring and new clients.  We are also mobile.  Please consider drafting the following documents that will take care of the ones who cared for you.   Accredited by the Philippines Consul General of San Francisco, we are here to help you so you don't have to travel to get your Special Power of Attorney when taking care of your properties in the Philippines. 

1.  Last Will & Testament

2.  Revocable Living Trust (can include Children/Grandchildren)

3.  Living Will Declaration/Advance Directive

4.  Financial Durable Power of Attorney

5.  Medical Power of Attorney/Health Surrogate

6.  HIPAA Authorization

7.  Pet Trust/Animal Care Trust

Consultation

Our goal is to inform and educate you in planning for your tax liabilities, how to prepare for tax season and also help you go over your financial statements.  If you already own your own business, please schedule a time to go over your financial to avoid any delays on processing your taxes.   If you plan on opening a business, please consider making an appointment prior to tax season or prior to opening to help expedite closing your books.   If you are looking into buying a home or selling your home, make an appointment and we can discuss your options.  Let me help you invest into a house you can call home!