Offers online services
About
I am a Tax Strategist and fractional CFO. I hope business owners save on taxes while growing and scaling their business.
Highlights
5 employees
35 years in business
Serves San Jose , CA
Offers online services
Specialties
Industry
Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Real estate, Construction, Non-profit, Other industries
Annual income
$100K - $500K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $5M - $10M in revenue, Greater than $10M
Accounting software
QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Managing AR and AP, Preparing financial statements
Accounting for
Individual or sole proprietorship, Partnership, C-Corp / Corporation, S-Corp, Non-profit
Photos and videos
Reviews
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0 reviews
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SH
Steven H.
Excellent customer service!
November 15, 2022
BS
Brandon S.
Professional, easy to use, and fast service. It was a extremely pleasant experience and the knowledge and guidance received was invaluable.
It makes all the difference working with a consultant / advisor vs. “just a tax person”
November 14, 2022
PL
Phil L.
My family own a small business and we have been going to First Tax Service for the past 15 years. They helped take care of everything from our books, payroll, sales tax, and tax prep. It is great to be able to get good advice and guidance on how to save on taxes.
November 05, 2022
JT
Jennifer T.
It was a pleasure working with Anh and her team. I own a small business and happy to have their team helping me with bookkeeping, payroll, and tax preparation.
They are able to help save money on taxes with tax planning. Anh is able to identify areas of saving as well as explain taxes in laymans term.
November 01, 2022
JU
June U.
They are good at what they do.
August 22, 2022
Services offered
Business Tax Preparation
Accounting
Hr And Payroll