Time is happiness

We Specialize in Tax Preperation, Planning and Investment Strategies


Our focus is to maximize tax deductions/benefits and stimulate growth through well diversified low and high risk investment strategies.


Tax Preparation

Our tax preparation services are in-depth, accurate and direct our client to the best path for their specific tax scenario.

Trading/Investments

Our trade services and recommendations are for investors who meet certain risk tolerance, income and capital requirements.

Tax Strategies

We work with our clients to create a well planned tax strategy with a focus on reducing tax liability and increasing investment diversification.

Some fun facts

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Tax Documents Prepared

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Trades Executed

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Years of Experience

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What Clients Say

  • "I reached out to SF Tax and Investment for advice on tax strategies and investment planning and I was blown away by the level of service. They helped me navigate complicated tax laws and gave me a clear roadmap for minimizing my tax liabilities. I've saved more money than I expected and I'm so grateful for their expertise."

    Sgt Marcia Anderson

  • "I've been using SF Tax and Investment for my personal tax returns for the past few years, and I couldn't be happier. They take the time to understand my financial situation and always find ways to maximize my refunds. I no longer feel stressed during tax season, knowing I'm in such capable hands."

    Robert Moreno

  • "I subscribed to SF Tax and Investment for trading signals, and it has completely changed my trading game. The signals are timely and highly accurate, helping me make profitable trades with ease. I've been impressed with the level of detail and accuracy they provide. It's worth every penny, and I've seen a noticeable improvement in my results.".

    PFC Joshua Rodriguez

Stay in Touch

soldiers

Email: support@sftaxprep.com

Phone: 415-969-7406

"The truth of the matter is that you always know the right thing to do. The hard part is doing it."