Tax Preparations near Cupertino

“Marcelle and her team not only recently helped get a 50k tax bill down under 1k, she also helped my wife do an emergency filing before her citizenship hearing.. Everything went smooth. Thanks, Marcelle and Ryan !“

“I usually write reviews for providers who offer good and professional service. How could I miss writing one for May, who has been doing our taxes for the past 25 years!! My husband and I are fortunate to have had an excellent tax advisor for so long. May has consistently saved us money, given us peace of mind, assisted with year-round tax planning, and supported our small business. We highly recommend her services.“

“Jessica was responsive and efficient with my personal income taxes. Excellent communication. Web portal was very helpful with documents.“

“I had a tax consultation with Leady today. Leady is super friendly and helped answer many questions I had.“

“Lina is simply the best Tax consultant that I have ever worked with. Lina's team has been doing my taxes for the last seven years and not once did I have anything to worry about. I am always running late and asking her to file the taxes for me at the last minute and she is nice enough to accommodate me. She makes the tax filing so much easier with her online portal. Over the years she has given me some amazing recommendations, which helped me a lot. I have not run into anyone with more tax knowledge than Lina. Besides the taxes, she is just a great person to work with.“

“I’ve worked with Jose for over 10 years, and he continues to exceed our expectations year after year. His proactive approach to staying up-to-date with tax laws and ensuring timely, accurate filings has brought us tremendous peace of mind—both personally and for our business.

What truly sets him apart is his commitment to clear, consistent communication. He takes the time to explain our financial position in detail, helping us make informed decisions and always feel in control of our business’s financial health. We consider him an invaluable part of our team and highly recommend his services to anyone looking for a reliable, forward-thinking CPA.“

“I used this firm for a divorce case, for the forensic accounting, Megan Thompson was excellent, the fees were completely reasonable, she went above and beyond what she was hired to do. I highly recommend them.“

“Sam has been doing me and my parents' tax returns for as far back as I can remember. He's always very friendly, professional, and very knowledgeable about current tax issues. He's also very responsive if you have any questions that may come up. Would highly recommend.“

“Mike Destro understands taxes the IRS. He can explain complicated returns and tax questions in an incredibly helpful way. He has a great deal of work experience, training and expertise in his field. Mike is trustworthy and honest. He has a strong sense of ethics and integrity.“

“He is a very talented man, ?❤ he is always ready to help by any means.
The only problem is not answering the phone?“

“George was very responsive and did a great job figuring out our rather complex returns despite receiving some documents very close to the deadline. I highly recommend him!“

“Julito has been preparing my personal and company returns for many years. He has always been professional and accurate with his work. I highly recommend him and trust his judgment and appreciate his integrity.“

“We had used Sanjay’s tax services for almost 3 year now. Sanjay is a highly knowledgeable CPA, a thorough professional and responds promptly to all the tax queries. For one of the years (I suspected that I overpaid for a tax return that was filed with a different CPA) where I had to file an amendment, he was on a call with me walking through the tax return and was able to locate the root cause within a few minutes. He then helped me with the amendment return and I was able to get a significant refund amount. Sanjay and his team are experts on all the tax rules and do a fabulous job every single time. With some of my other earlier CPAs, I had to do some hand holding and the draft tax return had to be corrected a few times before making it final; sometimes even missing some deductions and tax categories. Sanjay has a template he uses where all data for all the tax categories is collected upfront and does a fantastic job! I highly recommend Sanjay for anyone that needs a reliable CPA. With Sanjay, I feel you are in good hands.“

“Been working with Zachary and his team for several years for both personal and small business accounting and book keeping.. I recommend them to my friends.“

“I have had my taxes done at this firm for over 10 years. First, Doris Lord, then when she retired, transitioned to Jerry White himself. Service and care is 100%. I'm not a number. Very patient tax accountant professional and lovely front of office - available for "hand holding" and "reassurance". Kept up to speed on return status progress. I appreciate this office.“

“Ravi is very knowledgeable and he knows what best for the customer. I am a happy customer for the last 8yrs and i recommend him to anyone/anyday.“

“Working with Manuel and his team at Synqmine has been a great experience. I appreciate his light humor and straight forward approach to tax planning. He talks finance in a way I can understand it. I enjoy the partnership and look forward to our interactions.“

“Beverly is an absolute dream to work with. She makes the entire process very simple and not time consuming. She is very efficient and asks the right questions to make it easy. She also helps with your future financial planning. The BEST! Steve O“

“David & his team have been great! Saved our butts a good number of times, both personally and for business! His team helped me for personal taxes & 3 of my businesses' tax & bookkeeping. Their solid work freed me up to do what I do best in my business and also to rest easy knowing that we're set on the tax front!“

“Art is phenomenal. He has been doing my taxes for two decades and I am beyond happy with his service. Thank you Art.“

“I had an excellent experience with Mr. Kasmere and Kamal at ProTax & Business Services! Their team is knowledgeable, efficient, and made the entire tax preparation process seamless. They took the time to answer all my questions and ensured I maximized my deductions. Their service was professional, prompt, and stress-free. We have worked with them for over 9 years and have helped us file with the Secretary of State, Form Corporations, and just made running our business easier. They do get busy, so make sure you make an appointment. I highly recommend them to anyone looking for reliable and expert tax assistance!“

“I use Jessie for my tax preparation for many years. He is a top professional providing me always with the best advise for my tax returns. He is a very honest man and he is always there for me during the year with great advise on many issues that may have tax implications. I used 3 other advisers in the past and the reason I left them is because I found them not very honest - as far as my interest. Jessie never let me down in the last 10 years.“

“I've been going to MTS for the last couple of years, Moises has been great. When I moved out of state he was still able to assist me with the new state laws and got me all the credits with buying my home. He has always answered any and all of my many questions professionally.“

“Second year now going to Elena! She's helpful to answer questions through email for all my tax questions. She really helps me try to understand how I can best navigate taxes. My sister has been going to her for years and I finally caved in to seek her aid! She is speedy with filing taxes if you come organized! $350 for a long form filing.“

“I met Johnathan at a tax & business class, he was super informative and helpful, he’s very professional and extremely knowledgeable! He helped answer all my business and tax related questions, highly recommend!“

“They were fast, got the job done. They were a lot cheaper than many many other businesses for my slightly more complicated than normal need.“

“TJO has been doing our taxes for about 10 years now. They have been exceptional in advice and also filing our taxes. Brian, who is our consultant is well informed on US/International tax laws and has given us very good advice all these years. I would recommend TJO to anyone at anytime.“