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Tax & Financial Services

Expert Guidance in Tax, Real Estate, and Notary Services Tailored Just for You.

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PRACTICE AREAS

TAX

Smart Guy Tax & Financial excels in comprehensive tax solutions designed around your needs. Our expertise covers a wide range of services, ensuring a smooth and secure e-filing process for everyone:

Diverse Tax Filings: Expertise in 1099, 1040, and Schedule C entrepreneurship tax preparations.
Bilingual Services: Offering support in both English and Español for clear, understandable assistance.
Accuracy and Security: Committed to providing 100% accurate and secure tax services.

We navigate the complexities of tax regulations for you, maximizing deductions and credits to your advantage. With us, you're free to focus on what truly matters.

NOTARY

We offer mobile notary services that combine convenience with professionalism. Our certified mobile notary public meets you at your location, making notarization as straightforward as possible.

Flexible and Secure: Available for all your notarization needs, from legal documents to estate planning.
Seamless Experience: We ensure accuracy and privacy, prioritizing the integrity of your documents.
Prompt and Reliable: Committed to delivering professional service without delay

Let us eliminate the hassle of notarization, offering you unparalleled accessibility and ease.

REAL ESTATE

CA DRE #02166394

At Smart Guy Tax & Financial, we redefine real estate excellence, catering to your unique needs with a comprehensive suite of services. As a licensed Realtor® in California, we go beyond just buying and selling:

Specialized Consulting: Tailored advice to navigate the real estate market confidently.
Real Estate Tax Planning: Insightful strategies to enhance your tax efficiency.
End-to-End Purchase Facilitation: From searching to signing, we manage every detail of the real estate purchase process.

Whether it's your first home, an investment, or managing your portfolio, our personalized approach makes your real estate journey smooth and rewarding.

OUR VISION

OUR MISSION

Our mission at Smart Guy Tax & Financial is simple: to help you with your tax, real estate, and notary needs in a way that’s friendly, clear, and honest. We're a small team who really cares about getting things right for our clients. We promise to listen to you, understand what you need, and work hard to make sure you’re taken care of. We're here to make the complicated stuff easy, so you can focus on what’s important to you. At Smart Guy Tax & Financial, we're more than just a business; we're a part of your community, here to offer a helping hand whenever you need it.