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Individuals
We provide accounting and finance services to individuals
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Individuals
Businesses
We provide accounting and finance services to Businesses
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Businesses
Filling Business Taxes
Your federal tax filing obligations and due dates generally are based on the legal structure you’ve selected for your business and whether you use a calendar or fiscal year.
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Filling Business Taxes
Payroll & Payroll Taxes
Keeping up with payroll can be a drain on the resources of any busy small business owners.
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Payroll & Payroll Taxes
Accounting & Bookkeeping
We provide optimal accounting solutions that enables your business be more profitable and stay in compliance with state and federal laws.
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Accounting & Bookkeeping
Fed / State Tax Audits
Fed / State Tax Audits
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Fed / State Tax Audits
401k/IRA Rollover
After the financial crisis of 2008, many high-net-worth individuals started seeking alternative investments as a way to protect themselves from losses
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401k/IRA Rollover
IRA Retirement Planning
After a life of work, it’s time to enjoy what you worked so hard to achieve. Planning for retirement is a process, rather than a one-time event.
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IRA Retirement Planning
Tax Filling
Preparing your own income tax return can be a task that leaves you with more questions than answers
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Tax Filling
Tax Consulting
We know one of your top priorities is paying less tax.
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Tax Consulting
Fed / State Tax Audits
For many of us, an IRS or state tax notice creates concern, confusion and questions.
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Fed / State Tax Audits
Fafsa / Financial Aid Consulting
Parents need to be wise about how they will pay for the increasingly high costs of college.
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Fafsa / Financial Aid Consulting
Obamacare
Our Covered California certified agents can help you find affordable health insurance that meets your needs and budget.
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Obamacare
Medical Insurance
Finding a perfect-fit and affordable medical insurance plan is complicated, we know.
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Medical Insurance
Dental/Vision Insurance
We offer a variety of dental insurance plans: a dental plan that get better with time, a dental plan with no surprise, a dental plan that protects your smile as well as your budget
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Dental/Vision Insurance
Medicare
Medicare Advantage health care plans provide comprehensive benefits, including coverage for medications and all medically necessary services
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Medicare
Travel Insurance
Travel insurance (or holiday insurance) is important if you want to make sure you will be able to afford medical care when you are abroad.
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Travel Insurance
Life Insurance
Life insurance is a promise by an insurance company to pay those who depend on you a sum of money upon your death.
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Life Insurance
Business Owner Policy
Business Owner Policy (BOP) is a packaged policy designed to combine different business coverage in the same package, thus save redundancy and premiums.
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Business Owner Policy
Worker Compensation
You spent time to build your business. Now it grows and you will need someone to help you building it stronger. Employing employees is your next step to success!
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Worker Compensation