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Specialties
With over 20 years of experience, we can assist you with all of your tax preparation, financial, and business needs. We are available throughout the year and offer a variety of business services such as: affordable tax preparation, notary, real estate, free advice for home buyers, income tax help, administrative business services, life insurance, and retirement planning.
Our mission is to provide you the best quality of services possible. So if you ever find yourself asking questions like, where can I get affordable tax preparation services? How do I save for retirement? Or where can I get a document notarized? Look no further!
History
Established in 1992.
We are family owned and operated by Gloria Ortiz Business Services. Our relationship with all of our clients is very important to us. By meeting, and sometimes exceeding our clients’ goals, our grass roots growth began by word of mouth. Now we would like to extend our services, and welcome you to the family. This small boutique agency has big business knowledge.
Meet the Business Owner
Gloria O.
Business Owner
Gloria Ortiz started her business in 1992 as an Income Tax Preparer CTEC #A011918. The following year she became a Real Estate Agent DRE #1 168 066. Her background is in accounting and finances. In 2014 she was licensed in California as a Life Insurance Agent #183 059.