Our team: IRS Enrolled Agents, CTEC Certified Tax Preparers, and licensed health & life insurance agents. Licensed tax specialists — no sales pitch, no confusing jargon, just straight answers.
Federally licensed to represent you before the IRS
Certified by the California Tax Education Council
Certified to enroll you in Covered California plans
Fix problems before April, not after. A strategy session on withholding, structure and timing.
A plain-English coverage review so your family isn't left exposed — no sales pressure.
Covered California enrollment, subsidy checks, and plan comparisons at renewal time.
Enrollment windows, Advantage vs. Original Medicare — explained before deadlines hit.
Pre-qualification, purchase and refinance — with our in-house licensed loan officer, reviewed alongside your taxes.
Flat fees, quoted upfront — never an hourly surprise.
No additional fee
"I've been doing my taxes with Daniel for the past three years and I've always had a great experience. He is very professional, quick, and reliable. Everything is always done on time and the process is smooth and stress-free. Daniel explains things clearly and makes sure everything is accurate."
Read more"Always have good experience here with First Source. My family and I have been their customers for a while (probably 10 years more or less) and always pleased by their service. The staff are very prompt, efficient and friendly! Would recommend, especially Elon Dong who is excellent in what he's doing."
Read more"I've trusted Anh Daniel & Anh Dong with my taxes for the last four years, and the experience has always been excellent. They are very responsive, thorough, and always look out for my best interest. Filing taxes can be stressful, but Anh Dong makes the process smooth and easy every year."
Read more"Filing taxes is something I get really stressed about every year, but the accountants at First Source always make sure all of my questions are answered and that I go home with peace of mind. I will continue to do business with them in the future."
Read more"I files tax here. They are good at what they doing with knowledge and professional. Especially Hailey Yen, she is always kind, patient and polite."
Read moreReal reviews from our Google Business listing. Read all 34 reviews on Google →
