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one service at a time

Elevate your family’s financial potential with our expert services. From taxes to mortgages, we’re here to support your journey towards financial prosperity.

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Leading The Way

What we can do for you

Get the most out of your tax return with our comprehensive tax preparation services and strategic expertise. Our experienced team is committed to maximizing your refunds and minimizing your tax liability, ensuring you receive every deduction and credit you’re entitled to.

Tax Preparation

Our tax preparation services not only help you receive the maximum tax return, but also provide strategies for future savings. We educate you on ways to take advantage of employer-provided savings plans and the significance of fringe benefits.

Business Owners

LLC & partnerships

Our priority is to offer quality service and solutions for independent and partnership business owners: through a comprehensive analysis of your business operating revenue and costs, to assure that you are not exposed to a liability.

Get to know our team

Meet The Partners

Esmeralda - Owner
Daniel Santos - Partner
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about the team

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What People Say About Us

Client Testimonials

three decades of experience

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Services

living trusts

Living trust questionnaire Complete our living trust questionnaire today for peace of mind and security for your loved ones. Take charge of your future in

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August 5, 2023

Memorial Plan

A memorial plan for a living trust is a document that outlines your wishes for your funeral, burial, or other arrangements after your passing. While

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March 31, 2024
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Request a Free Quote Today!

Feel free to reach out and request a free life insurance quote by filling out the form below. We’re dedicated to providing you with the information you need to make informed decisions about your family’s well-being. Let us help you take the first step in ensuring a brighter and more secure future for your loved ones.

Services we offer

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You Deserve Our Utmost Dedication

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Family-operated Tax business with over 30 years of serving the community. With over 10,000 lifetime clients, we provide expertise in Taxes, Mortgage Lending, Real Estate and Notary Services. We would love to serve you and your family.

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Life insurance intake form!

Ready to secure the coverage you need? Fill out our quick insurance intake sheet – a simple, efficient way to provide essential details for a personalized coverage assessment.