Helping You Keep More of What You Earn.
Explore what we offer
Basic Tax Service
Price: Flat fee starting at $120 (varies depending on complexity)
Length of Service: Typically completed within 3 to 5 business days once all documents are received
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Preparation and e-filing of federal and state tax returns
Review to ensure accuracy and maximize eligible deductions and credits
Year-round tax planning strategies to minimize future liabilities
Personalized guidance tailored to your unique financial situation
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Tax season doesn’t have to be overwhelming. With our Basic Service, you get professional preparation, peace of mind knowing your return is accurate, and personalized attention that goes beyond a “one-size-fits-all” solution.
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Unlike large chains or DIY software, we take the time to understand your whole financial picture. Our goal isn’t just to file your return, but to help you make smarter decisions for the future.
Advanced Tax Service
Price: Flat fee starting at $175 (varies depending on complexity)
Length of Service: Typically completed within 5 to 7 business days once all documents are received
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Federal and state tax preparation with support for multiple income sources (self-employment, rental property, investments, etc.)
Comprehensive review to identify deductions and tax-saving opportunities
Year-round tax planning strategies to minimize future liabilities
Optional consultation to discuss how your taxes fit into your overall financial goals
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Ideal for self-employed individuals, 1099 earners, families, and those with multiple income sources such as investments or rental properties. When your financial situation becomes more complex, accuracy and strategy matter even more. Our Advanced Service ensures your return is handled with the highest level of care—maximizing deductions, organizing various income streams, and helping you plan for the bigger picture. It’s not just about filing; it’s about optimizing your entire financial outcome.
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We don’t just prepare returns! We partner with you to connect your taxes with your long-term financial goals. With expertise in both tax preparation and financial planning, you’ll get guidance that goes beyond the numbers, giving you clarity and confidence for the future.
“Working with Dieu has been a great experience. As someone who’s newer to investing, I really appreciate how kind, patient, and approachable she is. She takes the time to explain things clearly, never makes me feel rushed or silly for asking questions, and truly wants me to feel confident in my decisions. On top of that, she’s incredibly knowledgeable when it comes taxes - which has been a game changer for me. I trust her completely and feel so grateful to have her in my corner.”
— Lauren P.
What else we offer
Planning for the future starts with protecting what matters today. We help individuals and families create financial security, build wealth with confidence, and move toward the retirement they deserve.
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Debt Management – Create a clear strategy to reduce debt, improve cash flow, and take back control of your finances.
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Life Insurance – Protect your loved ones and create lasting security.
Health Insurance – Coverage tailored for individuals and families, including Covered California and Medicare (coming soon).
Accident & Long-Term Care – Prepare for the unexpected and safeguard your lifestyle.
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401(k) Rollovers – Transfer your savings into a safe, growth-focused strategy designed to protect and grow your retirement funds.
Retirement Planning – Build a personalized roadmap for financial independence and peace of mind.