Offers online services
About
We specialize in tax preparation with emphasis in planning and educating clients about their personal tax situation.
We enjoy assisting clients to make the right financial decisions prior to having their taxes prepared. Empowering clients to plan and strategize to improve their financial life.
Highlights
Hired 2 times
3 employees
28 years in business
Serves Long Beach , CA
Offers online services
Payment methods
Credit Card, Cash, Check, Venmo, Zelle
Photos and videos
Reviews
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Mary F.
June was prompt, thorough, and weve already received our refunds.
March 04, 2022
•Hired on Thervo
Frequently asked questions
What is your typical process for working with a new customer?
Provide link to our portal to upload tax documents. A phone call to discuss further or an inhouse appointment is set.
What education and/or training do you have that relates to your work?
We are all CTEC licensed and I am an EA Tax Preparer.
Do you have a standard pricing system for your services? If so, please share the details here.
Base rate is $175 with additional $50 for rentals, self employment, stock transactions, Schedule A Itemized Deductions, education credits. Addl charge for Child Tax Credits, Dependent Care credits and EIC for dependents.
Services offered
Business Tax Preparation
Individual Tax Preparation