Joe Chan the CPA is super knowledgeable and highly recommended. He knows tax law has worked in big law firms and now it is serving the community directly through this practice quality is high and the value is top shelf. read more

I reached out to Joseph for my 2024 business tax returns, which were due on October 15th after an extension. With less than a week to go, I provided all the necessary documents, and he immediately got to work. Joseph was quick to respond via email and kept the entire process smooth and efficient. Thanks to his promptness and professionalism, my return was filed on time, and I avoided any penalties. Even though I live in Oakland and he's based in Daly City, everything was handled remotely and securely. As a former Big 4 accountant, I can confidently say Joseph's work is top-notch. I highly recommend him and look forward to working with him again next year. read more

I walked into the office and was like, who is this dork here? But I needed someone to do my taxes so I met with him anyway. Turns out to be the best decision of my life, he got me a fat refund, fixed my receding hairline and got my girlfriend pregnant! All kidding aside, he was great at explaining what and why things are taxed or how I can do tax planning to reduce what I pay. And he's not a dry and boring accountant, which is why I can joke like this. Life is too short to deal with boring people. read more

I recently had my taxes prepared by Mr. Joseph at Tax Crunch in Daly City, and I couldn't be more satisfied with the experience. Located at 333 Gellert Blvd, Suite 142, Daly City, CA 94015, this firm offers a comprehensive range of services, including individual and business tax filing, bookkeeping, and audit representation. As someone who values efficiency and clear communication, I was thoroughly impressed with the professionalism and expertise provided. From the moment I reached out, Mr. Joseph was prompt in his responses, making the entire process seamless and stress-free. He took the time to thoroughly explain each step, ensuring I understood all aspects of my tax filing. His ability to communicate clearly in both English and Cantonese is a huge asset, especially for clients in the diverse Bay Area who may prefer discussing financial matters in their native language. Moreover, I particularly appreciated was how he clearly outlined the cost of the service upfront, so there were no surprises. As an experienced tax attorney and CPA, Mr. Joseph brings a wealth of knowledge to the table. His expertise was evident in how he handled my tax situation, offering insights that maximized my return while ensuring everything was compliant and accurate. Whether you're an individual looking for straightforward tax preparation or a business owner needing bookkeeping or audit support, Tax Crunch is well-equipped to meet your needs. Beyond his technical skills, Mr. Joseph is genuinely personable and approachable, which made the experience even more pleasant. He's the kind of professional you can trust to handle your financial matters with care and precision. I'm already looking forward to returning next tax season and highly recommend Tax Crunch to anyone in the Daly City area seeking top-notch tax services. Great guy, great service--five stars all the way! PS: lots of parking outside too! read more

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Had to find a CPA. at last minute, my accountant got seriously ill. Joseph saw me right away, worked with me. Do to miss communication I was missing a document; he allowed me to run home in middle of appointment and return 15 minutes later to finish my taxes and file. Very patient and courteous read more

I think I found my tax guy! Joseph got back to me quickly on my initial contact. His price is on par with the market price IMO. He got my tax return done in about a week after I uploaded all my documents. Great communication and instructions were clear. Joseph got me more refund $ than previous guy. I would go back to him again. read more

I just started working with Joseph and he has already shown his detailed expertise. It seems to be a huge advantage that he is both a CPA and tax attorney because it allows him a comprehensive perspective of tax laws. I can trust him to be thorough. Joseph is very responsive over text and email, explaining complex concepts quickly. He is also generous with his time in meeting with you over Zoom or in-person as needed. I look forward to working with him more in the future! His services are a great value. read more

Joe got my taxes done quick for a reasonable price. I had quite a lot of stock transactions and he gave me some tax advice for free as well. I would definitely use him again next year read more

I found Tax Crunch through Yelp and felt that Joseph is the nicest CPA I've ever had for the fifteen years after college. For my first return with Tax Crunch, I had two Zoom meetings with Joseph and he would spend longer than the meeting time to listen to my concerns and give me professional feedbacks regarding how to prepare for it. He's also very responsive to emails whenever I need a quick answer. Highly recommended CPA firm. read more

I had Joseph do my tax returns. They were a little complicated with stock options and rental, but he did it quickly at a great price. He even brought up new deductions that my old cpa never did. I highly recommend read more

I am very happy with my experience working with Joseph for the first time this tax season! He had great expertise in law, taxes, and tax planning. Joseph was very responsive. He explained things throughly, and was happy to answer any questions or concerns I had. He made filing this year very stress- free. read more

Joseph provides outstanding tax consulting services. He is very professional, responsive, and truly dedicated to helping individuals and businesses in saving taxes. His price is reasonable. I highly recommend him for anyone seeking tax support. read more

I started working with Joseph about three weeks ago, and I'm truly impressed. He is incredibly professional, patient, and offers very reasonable pricing. He explains everything clearly, never rushes me. Joseph is not only a skilled CPA who helps with tax preparation, but also an experienced attorney who understands the big picture. I highly recommend him to anyone who needs reliable and knowledgeable tax help. read more

I recently made the switch to Tax Crunch, and I can confidently say it was a very good decision. After working with a different CPA for years, I was kind of exhausted. However, from day one, service has been outstanding and certainly better than the prior cpas. I think what sets Tax Crunch apart is the CPA is also a lawyer. I can trust him to understand more complex tax strategies. It's rare to find someone so knowledgeable in both areas! He's super friendly, responsive, and easy to work with. I will definitely get my taxes done here next year read more

I had a great experience working with Joseph. He was professional, efficient, and made the whole tax process incredibly easy. I really appreciated how quickly he got everything done. Highly recommend! read more

I reached out to Joseph for help with ISO advice and taxes. He sorted it out really quickly. I will definitely get him to do our taxes again next year. read more

Joseph provided an excellent service and was very knowledgeable in answering all the question I had. He is extremely detail-oriented and trustworthy. Highly recommend! read more

Very friendly with his services and took the time to explain through all of my tax questions in a way that I could understand (and without breaking the bank or making my eyes glaze over!) Highly recommend! read more

I retained Joe as my accountant and tax attorney earlier this year. At first, I was very hesitant because he looks younger than my son. However, he quickly gained my trust by demonstrating the highest level of responsiveness and efficiency, especially impressive considering the agreed-upon fee cap. I have been thoroughly impressed with his service and will absolutely be retaining him for the years to come. read more

I called Joseph about sales tax issues and I didnt realize he actually had experience in sales and income tax litigation in other states. This is a completely different experience from my prior CPA that couldn't give me advice about much of anything. I recommend Joseph if you want someone with the experience to actually give tax advice instead of following the book without experience. read more

I had Joe do my tax estimates and returns. He's super easy to reach and professional. I can tell he knows a lot compared to my past CPAs. His price is really good and he just answers questions quickly. He's super easy to work with and knowledgeable. Highly recommended read more

Working with Joseph was seamless. He helped me with my tax events and needed tax advice. Fast responses, easy to understand and made the process easy. Would recommend! read more

I had a great experience working with Joe. He did a return and he found a huge tax deduction my prior preparer missed by not treating my short term rental as active income. It's really complicated but I appreciate how he took his time to explain everything to me. He answered all my questions without being annoyed, haha. Will definitely come back. Highly recommended. Thanks Joe! read more

My brother had a pretty complex tax situation and needed help. He talked to a few CPA and finally settled on Tax Crunch. Joseph is professional, detailed, easy to communicate to, and highly efficient. It was a very pleasant and stress-free experience. Joseph's fee is very reasonable and transparent. We highly recommend to friends and relatives for his legal and tax services. read more

It was a pleasure working with Joseph. He is a great communicator, quick to respond, and made the entire process fast and easy. I have recommended him to a few colleagues of mine. read more