Sauza Tax & Real Estate, LLC
Sauza Tax & Real Estate, LLC

Sauza Tax & Real Estate, LLC

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Introduction: We do not prepare taxes for the state of New York! If you live or work in New York please Do Not Select Our Firm! Welcome to our firm, where excellence in tax services meets a commitment to client confidentiality. We take pride in our practice, and it's important to note that we exclusively abstain from filing returns for the state of New York. If you have any professional or residential ties to New York, we kindly ask you to refrain from selecting our services. Rest assured, all tax filings undergo meticulous processing through a secure server, guaranteeing the utmost confidentiality. Every tax return comes complete with one year of comprehensive identity monitoring, providing an extra layer of security for our valued clients. Furthermore, benefit from three years of audit protection, commencing from the date of your filing. Your peace of mind is our priority. With an impressive 18 years of combined experience in the banking, mortgage, and tax sectors, our team member has proudly contributed to esteemed organizations such as Citibank, JPMorgan Chase, H&R Block, Jackson Hewitt, and Intuit. Having provided tax counsel to TurboTax clients, our expertise extends to offering you insightful information and strategic advice to effectively manage your tax responsibilities. Se Habla Español. Bienvenidos a nuestra firma, donde la excelencia en servicios fiscales se encuentra con un compromiso absoluto con la confidencialidad del cliente. Nos enorgullece nuestra práctica, y es importante señalar que nos abstenemos exclusivamente de presentar declaraciones para el estado de Nueva York. Si tiene algún vínculo profesional o residencial con Nueva York, le pedimos amablemente que se abstenga de elegir nuestros servicios. Tenga la seguridad de que todas las presentaciones fiscales se procesan meticulosamente a través de un servidor seguro, garantizando la máxima confidencialidad. Cada declaración de impuestos incluye un año completo de monitoreo de identidad integral, brindando una capa adicional de seguridad para nuestros valiosos clientes. Además, disfrute de tres años de protección contra auditorías, comenzando desde la fecha de su presentación. Su tranquilidad es nuestra prioridad. Con impresionantes 18 años de experiencia combinada en los sectores bancario, hipotecario y fiscal, nuestro miembro del equipo ha contribuido con orgullo a organizaciones de renombre como Citibank, JPMorgan Chase, H&R Block, Jackson Hewitt e Intuit. Habiendo brindado asesoramiento fiscal a clientes de TurboTax, nuestra experiencia se extiende para ofrecerle información perspicaz y asesoramiento estratégico para gestionar efectivamente sus responsabilidades fiscales. Se Habla Español.
Overview

Current Top Pro

Hired 107 times

Background checked

3 employees

24 years in business

Payment methods

This pro accepts payments via Apple Pay, Cash, Check, Credit card, Google Pay, PayPal, Samsung Pay, Square cash app, Stripe, Venmo, and Zelle.

Top Pro status

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2023

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2022

Featured Projects

4 photos

Specialties
Special tax situations

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Reviews

Customers rated this pro highly for responsiveness, professionalism, and work quality.

Exceptional 5.0

34 reviews

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pro avatar
Jennifer M.
1 month ago
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Hired on Thumbtack

Hired on Thumbtack

Absolutely the most considerate and understanding tax person I have run into. He is very knowledgeable and helpful. I recommend him with 5 stars for sure.
Individual Tax Preparation
pro avatar
Cynthia O.
3 weeks ago
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Hired on Thumbtack

Hired on Thumbtack

Working with Jose was fantastic. He was extremely flexible and helpful. He made sure I had what I needed and even took the time to explain things I hadn't considered. Very professional and kind. I will use them again in the future. Thank you Jose and Sauza Tax
Individual Tax Preparation
pro avatar
Gautam C.
Apr 7, 2024
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Hired on Thumbtack

Hired on Thumbtack

Jose provided quick, professional guidance on a non-trivial capital gains tax situation . Was patient with my detailed questions and succinct in his advice. Highly recommend.
Individual Tax Preparation
pro avatar
Nick C.
Feb 7, 2024
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Hired on Thumbtack

Hired on Thumbtack

Jose was incredibly reliable and efficient in handling my taxes. He did a stellar job of maximizing my deductions, ensuring I received the best possible outcome. I highly recommend his services to anyone seeking expert assistance with their taxes.
Sauza Tax & Real Estate, LLC's reply
Nick, Thank you for such a wonderfully review. I enjoyed meeting you and hope you utilize the real estate advice we discussed during our session. I hope you come back for many years where we can eventually put a plan together to save you a ton of money.
Individual Tax Preparation
pro avatar
Andre F.
Nov 3, 2023
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Hired on Thumbtack

Hired on Thumbtack

I and my partner put off filing taxes because ... anxiety! Jose made the process painless. He got my returns done right and filed promptly.
Sauza Tax & Real Estate, LLC's reply
Thank you Andre for allowing us to help with your tax filling. We were also glad that you trusted us enough to refer Greg as well. We look forward to a long lasting partnership.
Individual Tax Preparation
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Jose Sauza

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