我们的团队:IRS 注册代理人(Enrolled Agent)、CTEC 认证报税师,以及持牌健康与人寿保险经纪人。持牌专业人士 — 不推销、不绕弯子,只给您听得懂的答案。
获联邦授权,可代表您与IRS交涉
加州税务教育委员会(CTEC)认证
获认证可为您办理 Covered California 保险登记
在4月截止日前,而非之后,解决问题。针对预扣税、公司架构与时机安排的策略咨询。
用简单易懂的方式检视保障范围,确保家人不留保障空缺 — 绝无推销压力。
协助办理 Covered California 登记、补贴资格核对,以及续保时的方案比较。
登记时间窗口、Medicare Advantage 与原始 Medicare 的差异 — 在截止日前为您讲清楚。
预先资格审核、购房贷款与再融资 — 由我们内部持牌贷款专员协助,并与您的报税情况一并检视。
"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."
查看更多"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. Would recommend, especially Elon Dong."
查看更多"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."
查看更多"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."
查看更多"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."
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