If you're an employee, a small business owner or a self-employed professional, we can help you prepare and file your taxes.
As Covered California Certified Agents, we are able to help you find affordable health coverage through the exchange, as well as off.
Life insurance helps to protect your loved ones against financial difficulties in the event of your pre-mature or unexpected death.
It's never too early to start making plans, which is why you shouldn't put off considering your desired retirement lifestyle.
Who we are
Neza Financial & Insurance Services is a one-stop financial and insurance marketing firm representing many of the largest and most recognized insurance companies in the world. We believe that all working families need access to the same financial information that the more affluent families receive.
Our Mission
Our mission is to empower families to reach new heights in financial independence!
Guarantee
Our guarantee is that if you are not happy with our tax services or our fees, there is no need to pay. Our estimates are always free, and without any obligation.
Our Solutions
Neza Financial Group LLC will always provide the best professional service and put our clients needs first. By doing a no cost financial analysis we can recommend strong financial strategies that our clients can trust.
Establish Proper Protection
- Protect against Unexpected Loss of income
- Protect Family Assets
- Preserve Your Family Estate
Asset growth
- Increase Long term wealth
- Outpace inflation
- Minimize taxation
Create emergency fund
- Prepare for unexpected expenses
- 3-6 months of income reserves
Retirement Planning
- Supplemental retirement plans
- 403b for Educators
College Saving Plan
- Make college more accessible
- Prepare for higher education
Debt Strategy
- Manage expenses
- Eliminate/consolidate debt
- Tax relief
- Earn additional income
Client's Testimonials
Jose saved me a lot of money as I am self employed for the first time and wasn't sure how to approach self employment tax and deductions etc. I was able to payoff other debt with the money I saved that I thought I would have to send to the IRS. thank you Jose!
Jeffrey Chambers
Escondido, CA
"Jose did a great job on my elderly fathers taxes with very little input from me. He also made some suggestions that will help with his financial management in the future. I highly recommended Neza for your tax preparation needs 5 star all the way. Thanks Jose."
Michael Erickson
Oceanside, CA
Mr. Gonzalez was very helpful and polite and direct. He did a good job with my taxes and was very fair with the pricing even when I accidentally misinformed him of the exact amount of paperwork involved. He saved me hundreds of dollars from my previous tax preparers. I was very satisfied with his work and will use his services again next year.
Steve Soderberg
Cardiff By the Sea
Jose Gonzalez was amazingly efficient and kind with me. He gave me an appointment the same week I contacted him. When we talked, I felt secure my taxes return was in good hands. Everything ran easy and clearly at a reasonable price. I am satisfied I chose Jose as my accountant this year hoping will be the same for next. I highly recommend Jose Gonzalez (Neza Financial &Insurance Services) as accountant for taxes issues.
Lourdes Molina Rivas
Oceanside, CA
Our Product Providers
