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Tax Preparation​
  • Individual tax

  • Business tax

  • Estate & gift tax planning

  • Government agent audit representation

  • Tax projections & strategies

  • Up-to-date tax benefit analysis

Bookkeeping / Payroll

Bookkeeping

  • Complete recordkeeping to annual oversight

 

Payroll processing on your schedule

  • Direct deposit / check of payroll

  • Payroll tax compliance

  • W2 issuance

Sales Tax Services
  • File quarterly or annual report

  • Arrange quarterly prepayment avoid penalty

Tax Advisory
  • Government agencies audit representation

Transfer on Death Deed (TOD Deed)

Transfer on death deed is a way to title real estate so it transfers, as the name would imply, upon your passing. Transfer on death deeds are used in estate planning to avoid probate and simplify the passing of real estate to your loved ones or beneficiaries. It’s also known as a “Beneficiary Deed” because in essence, you’re naming a beneficiary who will receive the deed to your property after you pass away.

Notary Services

An in-house notary public is on-site. A notary public is an official appointed by a state government to serve the public as an impartial witness in administering oaths and performing other official acts when important documents are signed.

Life Insurance

Protect your wealth. Life insurance policies to supplement your retirement income. Find flexible life insurance solutions, tax advantages & build cash value overtime.
We offer:

  • Term insurance

  • Long-term life saving insurance

  • Retirement planning

Health Insurance / Medicare

Protect your health with insurance backed by top-rated providers you can truly depend on. Your free quote is waiting - Get covered & start saving on healthcare now.

  • Covered California

  • Medicare

Travel Insurance

Unforeseen circumstances can ruin your vacation. Protect it with travel insurance. Don't just hope your trip goes well. Insure it. Compare plans & get your quote today.

510-648-2906

39210 State St., Suite 215, Fremont, CA 94538​  (Second Floor 二樓)

 

© 2026 by Estepping Stone Resource Inc.

 

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