1/3
Select services

All services

Income Tax Initial Consultation

15 min | Price varies

Business Tax preparation (LLC,C-Corps)

30 min | Filing Virtually can't get any easier. First,  schedule your appointment. Next, we will go over your tax year. Then, you'll add your tax documents. Finally, we will get to work and reach out if more information is needed.

Mobile Notary Services

30 min | $15.00 per notarized signature  plus traveling fees based on your location. Only for the city of San Dimas $30  $50 for travel up to 10 miles.  $75.00 up to 25 miles.  $100.00 up to 35.

Wedding Officiant Services

1 h | We offer a variety of packages. price starting at $450-$650. A minimum deposit of $150 is required when booking your appointment to secure your special day. We will discuss it over the phone/virtual call. Give us a call if a date and time are not avail.

Retirement Planning Consultation

Retirement Planning Consultation

Take control of your retirement! Explore 401K rollovers, FIAs, and IULs to grow and protect your wealth while gaining flexibility and potential living benefits.

45 min | Take control of your retirement. Explore 401K Rollovers, FIAs and IULs to grow and protect your wealth .

Life Insurance Consultation

Life Insurance Consultation

Life Insurance / IUL Consultation Secure your family’s future and protect yourself with a personalized life insurance plan. During this consultation, we’ll review your options, including Indexed Universal Life (IUL) policies with living benefits, to create a plan tailored to your needs and goals.

45 min | Secure your family’s future and protect yourself with a personalized life insurance plan tailored to your needs and goals.

Individual Tax Preparation (1040)

Filing Virtually can't get any easier. First,  schedule your appointment. Next, we will discuss, ask, and go over some basic questions regarding your tax year. Then,  we will send you an interview worksheet where you will also be able to securely upload your tax documents. Finally, we will get to work and reach out if more information is needed. No tax return is submitted without your consent first.  Also, the $50 fee when booking is none refundable, but it does go towards your balance.

30 min | $250-$999

Business Formation Appointment

Ready to start your business the right way? In this appointment, we’ll review your goals, determine the best business structure (LLC, S-Corp, or Corporation), and walk through the steps needed to form your business correctly and compliantly. You’ll receive guidance on registrations, tax considerations, and next steps so you can launch with confidence and avoid costly mistakes from day one.

30 min | $350- $1,500

Insurance Agents Clarity Call

30 min | $0

Choose services