Our Services

Details

• Preparation of personal and small business tax returns

• Knowledge of federal and state tax laws

• Compliance with IRS regulations (Circular 230)

• Identification of applicable deductions and tax credits

• Tax preparation for self-employed individuals (1099 forms)

• Secure and confidential handling of financial information.

Wedding

  Wedding Officiant Services (Civil Ceremonies)

•Licensed minister authorized to perform civil weddings
•Personalized and meaningful wedding ceremonies
• Legal solemnization of marriage
• Completion and filing of marriage license
• Flexible scheduling and locations
• Professional and confidential service.

• Honest and caring guidance, always focused on your needs
• Clear advice to help you choose the right coverage
• Term policies, IUL, and annuities customized to your goals
• Responsible support throughout the entire process
• Secure and confidential handling of your financial information
• Professional service based on trust and integrity.

• Legal service of court documents

• Knowledge of California civil procedures

• Preparation and filing of Proof of Service

• Timely and accurate document delivery

• Confidential handling of legal documents.

• Covered California: Health plans with income-based subsidies to help reduce premium and copay costs.

• Medicare: Federal insurance for people 65 and older or with disabilities, covering hospitalization, medical care, and prescription drugs.

• Kaiser Permanente: Health insurance with access to doctors, clinics, and hospitals within its network.

• Dental: Cleanings, exams, X-rays, and dental treatments, including orthodontics in some plans.

• Vision: Eye exams, lenses, frames, and contact lenses to maintain eye health.

Health Insurance Agent

• CAA (Certified Acceptance Agent): Authorized professional by the IRS to help individuals prepare and submit ITIN applications.

• ITIN Preparation: Full assistance in completing and reviewing the application to ensure it meets IRS requirements.

• Document Certification: Verification and certification of original documents so applicants do not have to send them directly to the IRS.

• Personalized Support: Step-by-step guidance throughout the process to help obtain the ITIN quickly and securely.

• IRS Compliance: Services provided following all official regulations, ensuring accuracy and reliability.

CAA - Certified Acceptance Agent

Tax Preparation

We offer Final Expense plans with Lincoln Heritage, designed to help cover funeral and end-of-life costs while easing the financial burden on your loved ones. With the guidance of your agent, we also assist you in documenting your final wishes, ensuring they are clearly outlined and honored. Our goal is to help you leave your family with good memories, not financial stress or debt, providing peace of mind for everyone involved.

Life Insurance Agent

Process Server Agent