Your taxes are the conversation that opens every other one.
We prepare your taxes — and while we're looking, we catch the things that quietly cost families money: the inherited house, the wrong protection, the deal that's too good to be true. Plain language, year-round, no pressure.
Or call the office: (626) 260-1483
Taxes
Individual, family, and small-business returns — done carefully, and organized year-round so next April isn't a scramble.
How working together looks
A real conversation
We start by understanding your family's situation — no pitch, no pressure.
We look at the whole picture
Taxes first, then anything else that affects what your family keeps.
Clear next steps
What we'll prepare, what to watch for, and who we'll bring in if needed.
We stay in touch
Year-round, not just in April — so nothing sneaks up on you.
A client front door that can live on their phone
This version is built as an installable web-app prototype: quick intake, appointment prep, service routing, security stabilization, booking, and office contact in one mobile-first place.
Installable app layer.
This page can be saved to a phone home screen as “Primary Tax” once it is hosted on the real domain with HTTPS.
What clients can do here
Choose the reason for the visit, understand what not to send by email, prepare documents safely, call or book quickly, and get routed to the right office conversation without Marybell repeating the same setup every time.
One appointment. The whole picture.
We're upfront about what we handle ourselves and where we bring in a licensed specialist. Here's how it breaks down.
Scope shown is a starting point — final in-house vs. referral assignments to be confirmed with Marybell.
Tax preparation
Individual, family, and small-business returns done carefully and on time — with year-round organization so next April isn't a scramble.
We prepare thisPreparer credentials — PTIN / CTEC / EAconfirm
Inherited property & Prop 19
You inherited a house and a pile of questions. We walk you through the tax side — basis, Prop 19 reassessment, keep-rent-or-sell — before the costly decisions get made.
We educate & guideFamily protection & life insurance
What life insurance — including indexed universal life (IUL) — actually is, who it helps, and the questions to ask. Specifics and any illustration come from a licensed professional.
We educate & guideInsurance license & carrier appointmentsconfirm
Trusts & estate
Special-needs and family trusts are drafted by licensed attorneys. We help you understand what you need, get your documents in order, and connect you with the right professional.
We connect you with a partnerReal-estate-adjacent tax
The tax questions around buying, selling, or holding property — and a licensed agent referral when the transaction itself needs one.
Guide & referTax-preparation training
Hands-on training for people who want to learn tax preparation. Format, length, schedule & priceconfirm.
We teach thisTwo things that catch families off guard
No sales pitch here — just what you'd want a straight-talking friend in the business to explain.
The inherited house & Prop 19
When a parent's home passes to you in California, Proposition 19 changed how the property can be reassessed for taxes — and the difference can be thousands of dollars a year. Whether you keep it, rent it, or sell it changes the math too.
- What "step-up in basis" means for what you'd owe if you sell
- When the home keeps its lower tax value — and when it doesn't
- The deadlines that quietly decide the outcome
Life insurance & IUL, honestly
Indexed universal life (IUL) is a type of permanent life insurance with a cash-value component tied to a market index. It's marketed heavily and oversold often — so the real value is understanding what it does, what it costs, and whether it fits your family at all.
- The difference between term and permanent coverage
- What the "floor" and "cap" actually mean — and the fees behind them
- The honest questions to ask before anyone shows you a projection
Learn to prepare taxes.
Hands-on training for people who want a real, in-demand skill. We'll teach you how the work is actually done — format, length, schedule & price to confirmconfirm.
Stabilize the business accounts before publishing anything new
If the office has had repeated account problems, the website should not be treated as only a design project. The first move is to secure the digital foundation while Marybell stays in control of every login.
Security stabilization sprint
A practical checklist for the accounts that make the business reachable: domain, email, website hosting, booking, social media, backups, and recovery access.
Hard boundaries
This app should make security easier, not create a new risk.
- No passwords, verification codes, SSNs, tax IDs, or bank details collected through this page.
- No document uploads until a secure, reviewed client portal exists.
- No AI assistant giving specific tax, legal, insurance, or investment advice.
- No public launch until credentials, scope, disclosures, privacy language, and consent language are reviewed.
Choose the right next step
A few quick questions — no documents, no sensitive info. Then continue to Marybell's booking calendar or CRM form.
The next screen opens Marybell's official calendar or CRM form. Keep this page free of SSNs, tax IDs, banking details, passwords, and tax documents.
Use the button below to finish with Marybell's booking or inquiry form. Please do not send SSNs, tax IDs, banking details, passwords, or tax documents here. Prefer to talk now? Call (626) 260-1483.
Continue securely →- Photo ID
- Last year's tax return (if you have it)
- Income documents (W-2s, 1099s)
- Any letters from the IRS or the state
Please don't email these — bring them to your appointment or send them only through a secure method the office gives you.
- A list of business accounts: domain, email, website host, booking, Google, Instagram/Facebook
- Which phone/email receives recovery codes
- Any recent suspicious emails, login alerts, or unknown devices
- Questions about MFA, backups, or who should have admin access
Do not send passwords, verification codes, recovery codes, SSNs, tax IDs, or banking details through email.