Clear, reliable, and personalized support for your tax and insurance needs — in person or remotely.
At our company, we specialize in tax preparation for U.S. citizens, focusing especially on the Latino community. My name is Liset — an experienced accountant with a passion for helping people understand and take control of their taxes. After seeing someone close suffer from a lack of tax knowledge, I made it my mission to empower our community with clear, reliable, and transparent service.
We offer both in-person and remote support, always committed to trust, communication, and client satisfaction.
We offer a range of services to support and protect our clients, specializing in accurate tax preparation, protect your health that is so essential, and for complete family protection we provide complementary insurance Everything you need in one place, with confidence you can contact us.
We prepare and file tax returns for individuals and businesses, ensuring compliance with state and federal laws. We also provide strategic advice to help clients get the most out of their tax situation. Services are offered in person or remotely, including e-filing, ITINs, and payment extensions.
We help clients compare and choose health insurance plans, including medical, dental, and vision coverage — making sure they find the right option for their needs and budget.
We offer extra protection through supplemental insurance that covers critical illness, hospitalization, cancer, intensive care, and accidents — giving peace of mind beyond standard plans.
Complete the form below to book your free consultation. Whether it’s tax preparation or insurance, we’re here to help.