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.
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.
Tell us a little, and we'll reach out
A few quick questions — no documents, no sensitive info. Just enough to call you prepared.
Your message just opened in your email app. Marybell will personally follow up. Prefer to talk now? Call (626) 260-1483.
- 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.