Called to setup an initial consultation. They asked me to send all the information and documents over email (to a gmail address). I told them I am not really comfortable sending it over email and would prefer an in-person appointment. They said I would have to drop in at their home. When I asked what I should bring they said I should know myself what I should bring and "I am in the middle of something so I cannot talk to you, bye!". Yeah, hard pass. read more

Needed consul about a specific tax circumstance, found San Jose TS on yelp. I don't rely on yelp for looking up business food or non food related, the app does not work properly, learned that first hand.... I do my taxes and have for the last 5 years, thought to hire someone for the 2020 season.... Although I do feel that the person over the phone was professional and counsel me with do's and don'ts, I do think that they were not helpful and could of as least offered an in person appointment. This place is not helpful to me and will not use them for the 2020 tax season. No thanks hard and swift pass zero stars. Enso forever. +- Not worth the time. Did not feel the need to use their tax services. Null explanations. _"You have brains in your head. You have feet in your shoes. You can steer yourself any direction you choose." -Dr. Seuss 2021 yelp/12 read more

As good as it gets! I have invested in Andrea for the last 3 years! She has assisted me in filing my taxes each year and I never have to worry. Andrea is on top of the new laws and regulations and wants to help you get the most out of your taxes. This year she was a bit behind in reaching out, due to new health conditions. But she when finally did reach out to her previous clients, it was smooth sailing. Brought my documents in on 2/7 and just received an email stating my taxes are ready to be picked up and filed! Wow is she fast 2 weeks of a quick turn around time! read more

Paul has excellent customer service and his knowledge for tax. His dad and he are honest, upfront and efficient. I would highly recommend him for tax service or even consultation for know for yourself. NOTE: UPDATED ADDRESS IS 376 Neilson Court, San Jose, CA 95111 I went to the old address and they have moved so I don't want other people to miss out on their service. Quick, efficient, knowledgeable! read more

Andrea, you are my saving grace for this tax season! I think I would have had a panic attack without you. This tax filing service is family owned and they do their best to make you feel like a friend. After hearing that the Covered California was pretty much going to wash out any form of refund I was ready to just give up. I already came into San Jose Tax thinking I would owe a couple thousand but Andrea asked me several questions and tried to find ways to save me from drowning in back taxes. Andrea ended up finding tax credits that I qualified for and I came up positive in my federal taxes. I couldn't be more happier with the service and professionalism I received! As a plus, Andrea acted as an excellent therapist when I had a brief moment of anxiety and burst in tears. THANK YOU SO MUCH!! I recommend to anyone looking for a professional tax filing servicer. read more

This place is like a little hidden gem. He's been here for over 10 years in the neighborhood and never knew. He did my taxes pretty quick, less than half an hour and answered all my questions. read more

San Jose Tax Services - The tax guy - Accountants Near Me - San Jose, California

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Yeah that dreaded time of year again... tax season. Cue dramatic music: DUN-da-DUUUUNNN!!!! O_O; Since I live in LA why do I have my taxes done by San Jose Tax Services?! Because of Paul! I know him from way back when we went to school together so I know he's trustworthy and reliable. Paul's work is stellar and I would recommend him to anyone. If you're in the neighborhood or hundreds of miles away like me, it all doesn't matter with "technology" you will get your taxes D-O-N-E with their help and never have to think about it... till next year. :D It doesn't take long from them to complete your filing, meaning you can get on with your life and get your refund faster. San Jose Tax Services makes the whole process less painful and headache free. The cost for filing is at a very reasonable price, so if you are a money savvy person if would behoove you to check out San Jose Tax Services. read more

I have been a loyal client of San Jose Tax Services for the past 7 years. They are honest and always giving you the best service. Although I moved to Nevada, I still have my taxes done virtually with them because I trust their work. I highly recommend their business. read more

Boooooo tax time T_T Oh wait...I get a refund??? Yay!!! Tax time =D! So, for the past couple of years I've been doing my own taxes, but I've been uber busy this year and I just don't have the patience or time to do them. Queue in San Jose Tax Services! Yes, I know, what am I doing using a tax service stationed in San Jose? Well, I don't like my mom's guy, he still thinks my name is Janny. Seriously, Janny? I guess my w-2 wasn't clear enough o.O Anyways, I digress! By referral, I tried this place and well it was super easy! I emailed them all my docs and they were done same day! What service! Here is a sample of their prices (for the 1040EZ, I'm easy don't ya know? ;P) $10 - 1040ez $25 for state $25 for e-filing fee And apparently there is a flat rate of $25 if you're a student w00t w00t =D Anyways! Whew! Taxes done! ...now...just to handle my traffic ticket-_- San Jose Tax Services...can you help me with that too? Haha-_- read more

A tale of two tax returns...it was the best of times, it was the worst of times. Short version: Service was great for 2015 tax year, things got weird in 2016. Longer version: In early 2016 I was looking for a new tax preparer to do my 2015 year taxes and I saw that these guys had good reviews on Yelp. They were inexpensive, easy to work with and things went fine, they even helped me prepare for tax year 2016. Though I did find it a bit odd that they were a cash-only operation and their location was kind of dodgy but the price was good and they did good work for me that year. Fast forward to early 2017 where again I enlisted them for my 2016 year tax returns. Things started off the same, dropped of my paperwork and agreed to follow up and finalize my tax return. We weren't able to connect until the day taxes were due (April 18, 2017), cutting it a bit short and I could tell they hadn't really done much on my return, but ultimately I made the deadline and all was good. Then things got weird. I started contacting them in late April 2017 to arrange to pay them for their services and get my paperwork back (this is all over email only, nobody was picking the phone up at their offices). After 3 emails over a month they finally responded with some times for me to come by the office in late May, which didn't work due to my travel, so we agreed to find a time in early June. This was the last response from them on May 22, 2017. I've sent multiple emails since to no avail, I even went by their office and nothing. This is just so weird, I still have yet to pay them for their services earlier this year, you'd think they'd want to get paid for the work they did. I don't know if they are even still in business, I've since moved from the area and am at my wits end. All I want is to get my sensitive documents back and be done with this. I guess next step is to contact the BBB or file a tax preparer complaint - hoping this review will spur a response. read more

Always get my taxes done here yearly. Paul has always taken care of me. Thanks for another stress free tax year. read more

Andrea has been doing my taxes for 3 years now. I temporarily relocated to Southern California last year, and she still helped me file my taxes. I'm back in San Jose so there's no question who I will still trust with important documents. Highly recommend due to the attentive and nice service (from both Andrea and her dad). read more

I gave all my information online and have been trying to reach them for the last week but am unable to get any response via voice call, sms messages or emails. I am stranded at such short notice and need to file by extension deadline of October 15th. Hoping they respond back ASAP and I will amend my review. read more

Wow what can I say? Andrea has been doing my taxes for the past 4 or 5 years, there's a reason I keep going back! She's great at what she does, asks all the right questions (questions I don't even think about!) and is such a pleasant person to work with. I moved to Oakland over a year ago and she easily accommodated me, so I didn't have to drive to SJ to drop off or pick up my taxes documents. She sets expectations so I know to expect. I honestly do not see myself going to anyone else to do my taxes. Thanks, Andrea! read more

San jose Tax Service is exactly what I was looking for. Talk about being precise and professional! Andrea was able to answer all my questions in a complete and thorough manner, leaving no detailed behind. I'm sure she picked up on the idea that I only knew what a W-2 form was and nothing else, so she took it upon her self to take the time and effort to explain the purpose of everything that was going on. After the appointment I left feeling confident that I made the right decision in coming here to get my taxes done. I will definitely be coming back. IF YOU ARE A NEW COSTUMER and would like to make an appointment, you must email them first. This is the best way to contact them. Email: Sanjosetax@gmail.com Make sure to be detailed on the #of forms that you have and emphasize that you are a new costumer. Making the overall appointment was a breeze, considering that Andrea was ontop of it and didn't take long to reply back. read more

I hate writing reviews without actually doing business with a business but after waiting for someone to get back to me with an appointment I would never want to deal with an establishment that doesn't keep their word. Quick background: after my usual tax lady retired ( wahh) I was forced to look for a new,reliable place to help with my taxes. Like any responsible adult I turned to Yelp for help. I called SJ tax service, after seeing their star rating, and a man answered the phone. At first I though I had the wrong # as he failed to I identify where I was calling. He sounded really suspicious of me. it was really strange. I asked for the latest appointment he had and that's when he said he'd have to call me back tomorrow as he was really busy. Well 2 weeks later and I still haven't heard back which is totally fine because after reading all the negative reviews I think i dodged a bullet. read more

This year I had to start filing my taxes on my own. Without my dad's help, I was pretty clueless on how to select a tax preparer. But with the help of Yelp, I found this place and I'm so glad I did! I knew I could trust the wonderful Yelp reviews of this place! I found their business e-mail address on their website which I found through their Yelp page. Andrea was the one who answered all of my questions via e-mail, scheduled me on a day and time that was convenient for me, and prepared my taxes. I don't know how many times we went back and forth via e-mail, but as the curious person I was, I made sure to ask all of the questions I needed answers to. Andrea was very thorough with each e-mail response and the turn-around time of her emails were quick as well! During the preparation of my taxes, she made sure to take the time to explain the different terminology within the world of tax! I felt very comfortable and knew I was in good hands. She was able to get me a substantial tax refund even with the multiple forms I had and for a very reasonable price. I will definitely be returning here every year to do my taxes! :) read more

This was the first year I filed my tax with a tax preparer. With the help of Yelp, and my fellow Yelpers, I came across this place. I brought in my gf and was helped by Andrea. She is so awesome! I never knew getting my taxes done could be quite entertaining. I was laughing and enjoying my time throughout the process. Since this was my first time, i was quite clueless, but Andrea was kind to educate me and explain certain things clearly. The process was quick and painless. She responds to her emails very quickly and as soon as possible. There was an incident where a client dropped off his documents, and Andrea tried to see who he was and what he looked like. That being said, you can see that she takes the effort into getting to know her clients and is dedicated. If you are finding services that are reliable and helpful to assist you with your tax. I definitely recommend this place. If you decided to see Andrea, please buy her Strawberry Wild from Jamba Juice and say Maria referred me by reading her review on Yelp :). read more

Today I will be submitting a formal tax return preparer report for the IRS, if I do not hear back from you by the end of the day. I have tried for over 3 months to get my taxes done through you. When you failed to do the taxes, I have repeatedly called and stopped by your location multiple times with no answer or response. I will be reporting for improper tax preparation practices, If I do not receive an email or voice mail with a TIME AND DATE to pick up all my documentation and tax information. Today's date and time are 7/26/2017 11am Advising all other who are having this issue to contact me today. I will be putting together a history of unacceptable conduct from multiple cases to make this case stronger for my legal representation. 651-354-3205 KhalilSJordan@gmail.com read more

Andrea and her father are the funniest and sweetest! They made the time here go by so much faster. She was really sweet and understanding when I had any questions. Andrea is also prepared to answer every question you have. She is very honest and will help you all the way through. I am very much happy and I will be coming here again! read more

This is the first year I filed taxes on my own and I'm so glad I found this place! Andrea was especially sweet and welcoming right when I walked in and she, Paul, and their dad made it a great experience! Paul was extremely helpful and guided me through the whole process. I knew absolutely nothing about taxes and he explained every step to me in detail so it's easier for me to get a grasp on what was going on. Everything went by fast and smooth and he helped make the time enjoyable as well! I highly recommend doing your taxes here because I'll definitely return next year to do my taxes with them again! read more

I've been working with Paul for like 3 years now and he has been doing a fantastic job so far.. Paul is a great guy, he has given us a lot of valuable financial information that has helped us shape things up. It's not just the tax filing part but he also does financial counseling.. Very professional and punctual .. read more

It was so fast and easy to do my taxes here. Especially during this shelter in place time; we did everything over the phone and email. He is very responsive and quick! read more

I usually do my taxes through TurboTax but I figured that this year, it'd be best to do it with with a tax service. Searched through Yelp and found this place. I called in Tuesday 3/31 and got an appointment the same day. Boyfriend and I went over, provided the information they needed, got lectured/educated to be prepared for next year's taxes, and on top of that, learned some history that I didn't learn from my history class in highschool (LOL!). Very easy to talk to, very friendly, quick, and right to the point. Kevin and I will be dropping off our W-2 forms next year for an easy turn around :) Thank you SJ Tax Services!!! read more

I really hate to do this, as I have filed taxes here for the last two years without a hitch. This year I showed up on April 7, which is definitely pushing it for which I take full responsibility. Rather than being turned away, I was offered to file an extension, for which I verbally agreed. I emailed a couple of times in May to no avail. It is now September and I haven't heard back. I checked with the IRS and sure enough nothing was filed, not even an extension. For the person who said to beware of the negative reviews because we are procrastinators who want immediate refunds, sure, you can say that. That's not the case for everyone, including myself. I consciously agreed to filing an extension as I was not rushing my return. My reasoning for a negative review is for the lack of communication and honesty. Whatever may be going on, just letting me know that my taxes were not filed and that my extension was not submitted would have sufficed. Please shred the paperwork I turned into the office as I will be taking my business elsewhere. I never received a receipt of any kind for which I am not liable for any fees due as no services were rendered. I'm sorry to do this, as I really expected better. read more

small paul did my taxes. good dude. and would def go back. been going here for about 2 years already. 3 Peat time and no, i hate the miami heat read more

Reached out to Paul and he got me taken care of really quick. Even helped me with my Tesla tax documents. Everything was done quick and easy and cheaper than the other businesses I reached out to. read more

I usually file my taxes using TurboTax, but my situation this year was a little odd that I thought I'd go to a professional for assistance. Paul, not only did he help me hash out my taxes, he was informative about the what and the why. Additionally, I had issues with my 1095-A where I had to call up my health coverage for clarification, Paul was patient while I had to figure out some things on the spot before proceeding on. Aside from that, this is a mom & pop tax shop that I'd gladly support, I met both parents of Paul who help run the shop and they were a delight to meet. Great people, honest business! I'll see ya'll next year. read more

Today was my first time doing my taxes alone, and I found this place on Yelp. I showed up fifteen minutes early to my appointment and I was greeted by Andrea. She was really friendly and helpful throughout the whole thing, and even showed me how to pulled up a tax form from my school's website. Other than the fact that the office is practically hidden (it's in the building AFTER Suzy's Furniture on Tully Road), everything was great. Andrea was really thorough with her answers when I had any questions and was really efficient with the time. When I called yesterday for an appointment, she said she'll squeeze me in and didn't want me to wait weeks for a quick visit, and I was in and out of there in about an hour! She also said returning clients can just drop off their paperwork in the future and wouldn't have to make an appointment to get their taxes done. I guess I found my go-to tax filing place! read more

I am a late filer, but thankfully I don't owe any money!! Paul was amazing. He went over everything thoroughly to make sure I was understanding my complicated filing (atleast for me not him). Paul's feel was a deal from other quotes and places I had checked out. I am excited about my next round of taxes. See you soon Paul. Ps. This place responded really quick with quotes and questions, it doesn't hurt to check them out. read more

4th year coming here and still very impressed with their services! Every year it gets easier to drop off all my documents and pick up when its ready. If you're already a costumer Andrea emails you instructions about drop offs and document information when tax season starts so that serves as an extra reminder to get your taxes done! Andrea is always so willing to help and get everything right. She is also so good about explaining what all those big tax words mean :-). read more

I had a question regarding an RSU and what to do with it. I like to consider myself as fairly knowledgeable, but I didn't want to take any risks. To play it safe, I checked out Yelp for a CPA. San Jose Tax was the first to respond to my inquiry. Not only were they the first, but the most reasonably priced. They even answered my question on Thanksgiving. Nice. Long story short, they were a great help and I would definitely recommend them. read more

LOVE the fact that they're appointment only and if you've been with them previously, all you have to do is drop off the paperwork! Andrea was helping me out and she was super friendly and funny! Her dad also works there and he is very helpful as well. The service was fast and my time was occupied with talking to Andrea. Andrea informed and educated me on the new healthcare regulations and W-4 status. To sum up, I am definitely coming back next year!!! *Parking/office is located right next to Suzy Furniture. *Cash only. Call first to schedule an appointment and you will get a price as well. read more

Can someone please contact me from San Jose Tax Services immediately so I can get my paperwork back. At this point I will be contacting the IRS to file a formal complaint! Highly recommend no one use this service! :( read more

Gianni and his Son are the real deal! Gianni will greatly help you with taxes and will be straight up real with you. His son is the same way. They both have great personalities! Especially Gianni. I've never laughed out loud while getting my taxes done. I don't think anyone has. If you're looking for people that are down to earth and will be straight up with you, this is definitely the place to get your taxes done. I'm coming back here from now on. Thanks, Gianni and family. read more

First off, I wanted to say I was amazed at the professionalism that was provided in getting my taxes done. An appointment is advised, but I called and was able to been seen right away. I first went to Liberty taxes to get an estimate for something simple that I could have done, just did not have the time. Liberty taxes was charging 4 times the amount for the same tax work. I decided to take my chances and call this tax preparer. I was able to get good knowledgeable feed back without feeling cheated like those other big corporations that have to pay a huge marketing fee for their advertisement budget. I can honestly say, I will be back next year. read more

San Jose Tax Services is busy for a reason! They're the best in town! I've been to 4-5 other tax places and this place is hands down the best. Beware of the 1 star reviews. They are mostly from procrastinators who don't book their taxes early, literally coming in at the last minute and expecting to be expedited through everyone else. Paul and Andrea are extremely knowledgeable and always do their best to answer your questions, tailoring each case to your personal situation and finding the right deductions. Most other places don't care that much and literally plug your numbers in their computer to get your taxes done as soon as possible, charging more for doing less. Paul's rates are extremely reasonable, it's a steal for the peace of mind you get knowing that your taxes are being done by someone who really KNOWS their taxes. I'm very picky with tax services but this place has a lifetime customer in me. TL;DR San Jose Tax Services is awesome, just don't wait until the last minute to do your taxes and you'll be a happy camper. 10/10 would tax again. read more

I liked that I did not have to sit there and wait for the forms to be completed. I was able to drop off all the necessary forms (W-2, school tax paper, etc) and then would get a phone call when my taxes were ready. They were very thorough and called to me asked questions they had (like how much did I really pay for my classes). Once things were ready, I went back to their office, got a hard copy and soft copy (emailed me the completed forms in a pdf format which was really nice). Good people, good service, reasonable price...I would recommend this to my friends. read more

Went here to do my taxes last minute! Very helpful and knowledgeable and they were able to do it really quick. Definitely recommend

The best place to get your taxes done, it's my third year here and the people are so sweet and helpful here. Andrea has always been the person I go too, definitely recommend her! I had a lot of questions each time I come in and they are knowledgeable and helped answered every one. They also got me the best in one tax back too. I work and with school on top of it and Andrea got me qualified for lifetime Learning credit. Definitely coming back for fourth year! read more