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San Jose Income Tax Preparation Services

Browse these income tax preparation services with great ratings from Thumbtack customers in San Jose.

Top Pro
Reliable Tax Services
4.9
from 57 reviews
  • 9 years in business
  • 90 hires on Thumbtack
  • Top Pro on Thumbtack
Patricia L.
Verified review

Mr Gadre was very accommodating to us. He traveled 30-40 miles to meet with us at a Starbucks near our home in Aptos. His manner was impressively professional. He first showed us his credentials and his qualifications. We informed him that we need for him to provide tax returns for a trust and also our personal tax returns. He furnished printed itemization of data that we have to provide to support the preparation of our 2 tax returns. Then we showed him the tax returns we had submitted to the IRS for the previous year 2016. Next, he showed how the cost of both the trust and personal returns were obtained. This gained our trust and confidence.

Top Pro
  • 11 years in business
  • 67 hires on Thumbtack
  • Top Pro on Thumbtack
Hantao W.
Verified review

I hired Brian as my tax preparer this year. He is patient, professional, and he will always respond to my questions with detailed explanation within 24 hours.

Top Pro
  • 5 years in business
  • 49 hires on Thumbtack
  • Top Pro on Thumbtack
Ana S.
Verified review

I made an initial appointment with Jay on February 27, 2017. I found him to be very professional and knowledgeable. He asked the necessary questions to help me with my income tax. On March 8, 2017, as scheduled, Jay completed my tax returns. He carefully explained the details to me and also informed me that he scanned my doc so that I can keep the originals for record keeping purposes. He was thorough and detailed in his explanation. I am very pleased with his service and will continue using his services. I will definitely recommend him to friends and family!

Mt Diablo Tax Pros
4.9
from 26 reviews
  • 10 years in business
  • 34 hires on Thumbtack
Margaret H.
Verified review

Prepared my 2016 tax returns. It was obvious how knowledgeable Mr. Rondini was through out the process. He was very easy to work with and extremely helpful in his explanation of the various entries/forms and attachments. It was a pleasure working with him.

  • 28 years in business
  • 33 hires on Thumbtack
Daniel A.
Verified review

Filed my first ever 1040 tax form with her! She is the best. Made sure what kind of forms I had so I can file it into my 1040 form. I highly recommend her!

Raymond Young CPA Accty Corp
4.8
from 16 reviews
  • 25 years in business
  • 17 hires on Thumbtack
Anthony M.
Verified review

We needed some assistance with quickbooking and some knowledge on how a small business should ideally be operating to fetch some positive revenues. Raymond, the CPA here, turned out to be an enormous help for us. He is a phenomenal professional who reaches out to ease your life. It was a huge relief for us since his expertise even extended to tax preparation and comprehensive understanding regarding the whole finance department. Thank you for the assistance provided.

Quickbooks&Taxes
4.8
from 16 reviews
  • 10 years in business
  • 5 hires on Thumbtack
Victoria B.
Verified review

George took over both my bookkeeping and tax preparation. We had a lot of catching up to do and George was focused, knowledgeable, thorough, efficient, and timely. I could not have reconciled all those years without him! I highly recommend George for anyone's personal or business bookkeeping/tax prep needs.

  • 10 years in business
  • 24 hires on Thumbtack
Cass G.
Verified review

Excellent financial advice and planning. I am very happy with the direction of the investments that Michael has recommended. Added bonus of tax preparation at no additional cost is just fabulous. I really appreciate Michael's no nonsense approach with easy to understand explanations of the types of investment options and his well rounded approach to both long term and short term with considerations for low/medium/high risk opportunities. His continued watch of the economy and financial atmosphere is very comforting

  • 14 years in business
  • 25 hires on Thumbtack
Sigrid J.
Verified review

Ms. Smith provided excellent tax preparation services. Efficient , yet personable ,reasonably priced in a pleasant office, she made an otherwise unpleasant chore, enjoyable . I will be back. Draw back: difficult parking situation , all metered , with street sweeping restrictions . Building access is also restricted with insufficient directoy.

Top Pro
Rahim Shakoor
5.0
from 13 reviews
  • 1 year in business
  • 22 hires on Thumbtack
  • Top Pro on Thumbtack
Robert M.
Verified review

The past few years I have doing my taxes with Turbo tax, but this year I decided to get professional help. I'm glad that I did. Rahim is very courteous, professional, thorough and reasonably priced. He also showed me how the new tax law will affect my wife and I in 2018 and how we can prepare for the changes. I would definitely recommend Rahim for tax preparation services.

OnePoint Services
5.0
from 7 reviews
  • 7 years in business
  • 3 hires on Thumbtack
Janet J.
Verified review

Rebecca provided tax services for our 2014 filing. Our joint filing of personal & individual businesses,including other asset holdings is complicated. She was professional, extremely thorough and precise, which saved us from having to pay unnecessary taxes. We plan to use her services again and highly recommend her. Thanks Rebecca!

JG Bookkeeping
5.0
from 5 reviews
  • 12 hires on Thumbtack
Ethan J.
Verified review

Jeannene Glass is very wonderful to work with. She helped me and my Girlfriend with my Girlfriends tax return this year, and also helped us to understand what we need to do, Tax wise, in starting our new business. She was efficient, thorough, knowledgeable and very kind throughout the whole process (even with us asking many questions). We look forward to working with Jeannene more in the future.

ALTIUS
5.0
from 5 reviews
  • 13 years in business
  • 12 hires on Thumbtack
Jan T.
Verified review

I rarely write online reviews. However, my experience with Allen preparing my tax returns has been so positive that I want to make sure everyone knows. My interaction with Allen has been exemplary. Allen has prepared tax returns for our family for many years with complete satisfaction. He is extremely knowledgeable and articulate in explaining tax complexities and nuances that can be difficult to understand. More importantly, he takes the time to understand our situation every year and genuinely respects our concerns. As a client, Allen returns all my phone calls promptly and takes the time to explain and review all my inquiries. His customer service is stellar!!! I would highly recommend Allen, and in fact, I have already done so. ~Jan T

Nat's Tax Service
5.0
from 3 reviews
  • 11 years in business
  • 4 hires on Thumbtack
Humera K.
Verified review

Nat's Tax Service is SIMPLY AMAZING! Natalie Cunha makes tax filing absolutely convenient and painless. I submitted a request on Thumbtack last minute since we had a complicated tax filing this year and decided to use a Professional expert. She answered my tax service request within an hour. I sent her all my tax paperwork via email and along with a short description of the situation. She followed up with a phone call and promptly filed my taxes in the matter of days! I couldn't believe how easy she made this for me. She filed taxes for my entire family and we received the highest tax return by using her service. She is professional, trustworthy, smart and incredible knowledgeable. She is the best tax service I have ever used. I will continue to work with her. I can't recommend her enough for your tax services. She is that perfect personal Tax Accountant that I had been looking for all this while!

Liberty Tax Service
5.0
from 1 review
  • 9 years in business
Sanjeet K.
Verified review

The staff at Liberty Tax were GREAT!!!! Talk about professionalism and friendly...they made my day!!!! I will be their lifetime client.

McAllister & Co CPA's
5.0
from 1 review
    Jeff R.
    Verified review

    Bruce is great. He listens to my problems and always has a great recommendation for solving them. He helped us get our accounting system installed, HR systems in place, set up our company, prepared taxes and as we have grown, helped with complex business issues. Would not hesitate to recommend Bruce for any business help. He's not cheap, but well worth the price.

    About

    Specializing in fast and accurate income tax preparation, bookkeeping, payroll, and entity formation for small and medium-size businesses, our primary focus is customer service and client satisfaction.

    About

    My employer keep calling me back.

    About

    I am a bookkeeper, tax preparer and accountant. Contact me by email for a free consultation. I am available for temporary, short-term and long-term contracts, part-time or permanent jobs. I am available to provide the following services: * full-cycle bookkeeping – processing information and producing financial statements for business entities: sole proprietorships, partnerships, LLCs and C and S corporations * tax return preparation – annual preparation for sole proprietorships, partnerships, LLCs and C and S corporations * accounts payable – processing, evaluating, streamlining, and documenting * accounts receivable - processing, evaluating, streamlining, and documenting * fixed assets – set-up and maintenance of fixed asset records * bank reconciliations – personal and/or business * financial reports – for the purpose of obtaining business financing * property tax returns – processing annual business return * payroll - including federal and state tax preparation * sales tax returns – annual, quarterly and monthly returns * QuickBooks – train staff to set up and process financial information; clean up records for accurate financial information * 1099 processing – process annual contractors' 1099s Education, Experience and Skills: - 20+ years in corporate America - BS in business accounting from the University of Phoenix - professional bookkeeper certification - professional QuickBooks certification - CTEC tax preparer - software: Great Plains, MAS 200, QuickBooks, JD Edwards - programs: Excel, Word, Outlook, PowerPoint, Print Shop

    • 9 years in business
    • 3 hires on Thumbtack
    About

    Tax preparation, audit consultation and representation. I am also a Notary Public and a Loan Document Signing Agent. I offer bookkeeping services, AR/AP, bank reconciliation, and invoicing. Accepting all major credit cards.

    • 4 years in business
    About

    -Accounts Payable -Accounts Receivable -Payroll -Account Reconciliation -Monthly Closing -individual Tax Filing

    Q & A

    Answers to commonly asked questions from the experts on Thumbtack.

    Who can file my taxes?

    Any individual with a preparer tax identification number (PTIN) is eligible to file your income taxes on your behalf. However, this doesn’t necessarily mean they will be the best candidate to provide the help you need with your income tax preparation. The IRS explains that CPAs, attorneys and enrolled agents are all allowed to legally represent their clients before the IRS. They have a more thorough understanding of tax code than an individual operating solely with a PTIN or an Annual Filing Season Program participant who provides their services on a volunteer basis. Consider the complexity of your tax return and what level of expertise you’ll require. Before entrusting someone with your private financial and personal information, do some research on their qualifications. The IRS has a searchable database where you can verify the background and credentials of your income tax preparation professional. Once you have selected someone, ask about their service fees and confirm their availability. Then provide them with all the documentation they require, including W-2s, 1099s and more. Always ask to review the paperwork before it is submitted, and never sign a blank tax return.

    How much does it cost to get taxes done?

    Hiring a professional to help with income tax preparation can be priceless. Pro help can mean no mistakes and a maximized tax return. The cost to get your income taxes done depends on the professional you hire. Tax attorneys or in-demand CPAs will often have the highest rates for their services. Next in the pricing tier are enrolled agents, who will usually have higher rates than individuals solely working with a preparer tax identification number (PTIN). Nationally, the average cost of income tax preparation ranges from $150 to $190. Income tax preparation prices can also vary based on where you live and the complexity of your tax returns. Here are some examples of average income tax preparation prices from an enrolled agent:  

    • Taxpayers filing only a W-2 tax form: $50.
    • Taxpayers filing a W-2 along with additional tax forms such 1099-INT and 1098-E: $150.
    • Taxpayers with several tax forms and one or two additional considerations such as a rental property, investment transactions, K-1 income, 1099-MISC or a simple small business: $225.
    • Taxpayers with multiple activities (rentals, K-1 income, small business, etc.), several stock transactions and more: $395.

    Nationally, the average hourly rate nationally for a tax prep professional ranges between $150 and $450.  

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