Elizabeth's Business Legacy Your Trusted Business Partner.

Phone (510) 253-4562

Welcome to

Elizabeth's Business Legacy Your trusted partner for taxes, insurance, and more

Here you will find professional assistance with Tax preparation, choosing Life and Health Insurance, Process Server services, and Final Expenses, all in one place with personalized attention.

Mission

"To provide reliable and personalized solutions that make our clients’ financial and personal lives easier, creating security and peace of mind in every service we offer."

Vision

"To become the go-to company in our community, recognized for trust, excellence, and commitment in every service we provide."

Our Services

A welcoming office space with soft sky blue walls and gold accents, reflecting professionalism and warmth.
A welcoming office space with soft sky blue walls and gold accents, reflecting professionalism and warmth.
  • Tax preparation
  • CAA- Agent, ITIN Certifications
  • Wedding
  • Medicare plans
  • Life Insurance, Term and IUL
  • Annuities
  • Health Insurance
  • Final Expenses
  • Covered California
  • Kaiser plans
  • Dental plans

Schedule your appointment for personalized service.