Insurance & Tax Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Insurance for Individuals & Businesses
We have full access to markets that fit your unique situation. Products available: Individual Home and Auto, High-Value Home (may consider brush area), Business Auto, BOP, Commercial General Liability, Product Liability, Professional Liability, Bond, Life and Long Term Care, IRA and Annuities and many more. Please contact us if you have any questions regarding your insurance needs.
Medical Insurance
Please visit our dedicated medical insurance website: www.emedcalifornia.com for medical insurance available to U.S. citizens or Non-U.S. citizens. If you have any questions, please contact us.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.