Improving and supporting our community, one family at a time.

We have over 20 years offering our community top-quality customer service in a familiar environment where their uniqueness is valued. From tax preparation to finding your dream vacation, we are here to make sure all your needs are fulfilled.


Tax Preparation and Resolution

CTEC and IRS approved tax preparers. Our family of tax preparers possess over two decades of tax preparation experience and a vast tax knowledge base. We are here to prepare and advise you on all your personal and/or business tax needs.


Auto, Home, Commercial and Life Insurance

We have access to the best rates anywhere. We have certified professionals that can guide you in finding the best options for your insurance needs. Let us help you protect your family and your valuables from theft and disaster.

Financial Services and Coaching

Life insurance, retirement planning, tax strategies & more

Let our family guide you to make the most of your resources and protect your family. No matter where you come from or what stage of life you’re in, we’re here to make you make better financial decisions.


Immigration Consultant Services

We have many years of experience with the Immigration process. Our trustworthy team will provide you with the guidance and support you need to meet requirements in a timely manner. Your information will always remain confidential.

Small Business Services

The assistance you need to start your business.

We can provide the assistance you need to get your business started. Let our professionals guide you through the essential activities to establish your business, such as planning, insurance, permits, entity creation and accounting.


Find the best prices for your dream vacation.

Whether you are searching for a family dream vacation, or looking for the best prices on airline tickets, we are here to help. We offer customized packages to multiple destinations worldwide including Europe, Central and South America.

Let us help you and your family achieve your goals.

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

Santa Clara

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