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Personalized service from our family to yours.

We are a multi-service agency dedicated to your personal and business financial needs. We provide a wide range of services with over 20 years of experience and unrivaled customer service. We are a proud family owned and operated business.

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Insurance

We have access to the best rates in the area for auto, home and business insurance.


Financial Services and Coaching

Let our family guide you towards making better financial decisions for you and your family.


Taxes

Tax preparation and resolution services. Prepare your taxes remote or with one of our tax pros.


Immigration

We have extensive experience with immigration processes. Our trustworthy team with provide the guidance and support you need.


Small Business Services

We guide and support you through the activities needed to start or grow your business.


Notary Public

Licensed, bonded and certified by the Secretary of State. We offer full notary public services.


Travel

Are you looking for your dream vacation or the best price on tickets? Our team is here to help.

Over 25 years proudly serving our community with top quality service and fair, upfront prices.

News

Why buy life insurance? We give you the main reasons why it is important for you and your family.


No ha recibido su reembolso del 2020 aún? No se preocupe.

El IRS anunció que el procesamiento de reembolses este año está tomando más tiempo del usual. A Junio del 2021, aún habían aproximádamente 25 millones de devoluciones sin procesar. El IRS anunció que les está tomando más tiempo del usual para procesar y depositar los reembolsos debido a la pandemia. Los cierres y el procesamientoContinue reading “No ha recibido su reembolso del 2020 aún? No se preocupe.”

Haven’t Received Your 2020 Refund yet? Don’t Worry.

The IRS has announced that processing and issuing of refunds this year is taking longer than usual. As of June 2021, there were approximately 35 million unprocessed returns. The IRS announced that it is taking longer than usual processing and issuing refunds this year due to the pandemic. Shutdowns and the processing of extra paymentsContinue reading “Haven’t Received Your 2020 Refund yet? Don’t Worry.”

IRS Announces $1,400 Stimulus Payments

Eligibility Criteria FIling Status Full Eligibility Partial Eligibility Single < $75,000 $75,001 – $80,000 Head of Household < $112,500 $112,501 – $120,000 Married < $150,000 $150,001 – $160,000 Additional Information If the IRS has your account information, the $1,400 will be directly deposited to your account. If not, checks or debit cards will be mailedContinue reading “IRS Announces $1,400 Stimulus Payments”

What Our Customers Are Saying

“…incredibly helpful. I worked with Manny on some past tax stuff I had been neglecting for years and he took care of it for me in under an hour. He really got to know me as person which in turn allowed him to better help me with my taxes…”

-Pat O.

“I’ve been to several tax preparers in the past and kept searching until I found Martha’s. I’ve now been with them for several years and they’ve been great. I’ve needed paperwork on the fly at times and they promptly were able to help me. Being that I’m self employed Manny and his team are very thorough in assisting me. I highly recommend them and refer them to all my friends. I’ll continue to be a loyal customer.”

-Dave P.

Sunnyvale

335 E. Maude Ave.
Sunnyvale, CA
Phone: 408-530-9262

Santa Clara

3569 Benton St.
Santa Clara, CA
Phone: 408-200-8875

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