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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, providing a wide range of services with 25 years of experience and unrivaled customer service. We are a proud family owned and operated business.

25 years being the community’s trusted agency

Services


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.


Travel

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

Latest Videos

News


2022 tax filing season begins January 24th

The Internal Revenue Service announced that the nation’s tax season will start on Monday, January 24, 2022, when the tax agency will begin accepting and processing 2021 tax year returns.

Received letter 6419 from the IRS? Keep it.

The IRS started issuing information letters to advance child tax credit recipients in December. Recipients of the third round of the Economic Impact Payments will begin receiving information letters at the end of January. Using the information in these letters when preparing a tax return can reduce errors and delays in processing.

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