Individual Services
At our firm, we specialize in personalized tax preparation services for everyone—from individuals looking to maximize their tax refund to high-net-worth clients in need of complex tax planning strategies. Whether you’re filing a simple return or require advanced financial oversight, your case is handled by a trusted CPA or Enrolled Agent (EA). We’re committed to delivering clarity, accuracy, and expert guidance every step of the way—so you can file with confidence, regardless of your income level.
Tax Preparation
Our tax preparation service provides expert assistance to ensure accurate and maximized tax returns. Our experienced team stays updated on laws, offering personalized solutions for individuals and businesses alike. Trust us to handle your tax with professionalism and care.
Tax Planning
Our tax planning service simplifies the complexities of tax regulations for individuals. We create personalized strategies to maximize your financial outcomes while ensuring compliance. Trust our experts to keep you informed and stress-free during tax season. Achieve your financial goals with our support.
Past Due Tax Return Filing
Our past due tax preparation service simplifies filing overdue tax returns. Our experienced ensures compliance and maximizes any eligible refunds. Let us alleviate your stress and get your tax situation back on track.
Financial Planning
At our firm, you'll work closely with a knowledgeable financial advisor who will help you build a smart retirement strategy using tax-advantaged accounts like IRAs, Roth IRAs, and 401(k)s. Whether you're just starting out or preparing to retire, we'll guide you every step of the way—ensuring your money works for you today and well into the future.
Contact Us
Address
25616 Narbonne Avenue Suite 101
Lomita, CA 90717
Contact
(562) 317-0066
Opening Hours
Mon - Fri
9:00 am – 5:00 pm
Saturday
CLOSED
​Sunday
CLOSED
