Now is the time to know your Financial Health Literacy
your life, and we plan for the unplanned.
What happens if you outlive your retirement money? What if you become too old to work? Have you planned for an increase in inflation and taxes
If you are the main breadwinner, how is your family protected if you die unexpectedly? Where will the money come from to support your loved ones?
What if you become terminally ill and cannot work? Will your health insurance cover your living expenses, or will you have to sell your home, or drain your retirement funds in order to live?
INSURANCE & RETIREMENT PLANNING
Do you have enough money for retirement? Will you be able to retire without paying taxes? You don’t have to deplete your retirement fund, sell your assets, or use up your savings. We create an emergency fund for you within a Living Benefits insurance policy. This stream of income gives you peace of mind and provides you with the cash flow you’ll need to meet your financial needs.
ACCOUNTING & BOOKKEEPING SERVICES
Are you starting a new venture? How is the financial health of your business? Are your books a mess? We help you create the right business structure and reconcile your financial records so they are accurate and up-to-date. As a result, you will feel confident about where you stand with your finances and be able to make better decisions for growing your business.
INDIVIDUAL & CORPORATE TAXES
Are you an Individual, Business, Estate or Trust looking to compile a simple, clean and understandable tax return? Are you facing back taxes, IRS notices or tax liens? We can help you file those troublesome 1040, 1120, 706 and 1041 forms. We will ensure you meet Federal and State tax compliance requirements and ensure you are up-to-date with your tax filings.
Managed Accounting, Tax and Audits for over $1 Billion in cumulative revenue. Community volunteer, and Alameda Rotary Club Treasurer. Providing life and business mentorship to 100+ young professionals.
23+ years in Accounting, Audits and Tax Consulting. Managed and performed 100+ Audits and Tax returns. Serial entrepreneur who has founded 10 businesses.
Ngoc T. Tran, Certified Public Accountant and Licensed Life Insurance Agent with over 23 years experience in accounting, audits and tax consulting.
Ngoc believes that financial literacy is the key to time and financial freedom and she is on a mission to empower people’s financial health.
She started her career in Corporate America as an Auditor and Tax Consultant for one of the world’s largest and most prestigious Big Four accounting firms Ernst & Young, LLP. Over the last two decades, Ngoc has managed and performed over 100 Audits and tax returns and managed accounting, tax and audits for over $1B in cumulative company revenues.