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.
We have access to the best rates anywhere for car, home/renters and business insurance.
Financial Services and Coaching
No matter where you come from or what stage of life you’re in, we’re here to help you make better financial decisions and protect your family.
Tax preparation and resolution services. File remotely or meet in-person with on of our tax pros.
We have vast experience with Immigration processes. Our trustworthy team will provide you with guidance and support.
Small Business Services
Including planning, insurance, permits, entity creation and accounting needed to start your business.
Licensed, Bonded, Insured and certified by the Secretary Of State. We offer full notary public service.
Looking for your dream vacation or for the best airline ticket prices? Our dedicated staff is here to help.
Over 25 years proudly serving our community with top quality service and fair, upfront prices.
Introducing our Financial Services
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”
IRS announced an exemption on your first $10,200 of unemployment income. IF YOUR 2020 TAX IS ALREADY FILED: The IRS urges you to NOT make an amendment. They will make the modification themselves. IF YOU HAVEN’T FILED YOUR 2020 TAXES: Be sure to visit our team of tax pros before May 17th to make sureContinue reading “Did You Receive Unemployment in 2020?”
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.
335 E. Maude Ave.
3569 Benton St.
Santa Clara, CA