About
We are a company located in the heart of the Silicon Valley, our goal is to help people keep more of their earned money, our experienced tax team can help you save a lot in their personal or business taxes. Timing is everything and we are aware of that, for that reason our team is always ready to help you with any questions even after tax season.
We are passionate about supporting our community and the hard working individuals and businesses that live here. Our team promises to make you our biggest priority. We love helping people navigate the difficult and at times confusing process of filing taxes and managing audits.
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Frequently asked questions
What is your typical process for working with a new customer?
We first try to undestand the needs of the client, like knowing if this is a personal tax, business tax or both then we gather some documents & information and proceed by offering a free consultation without commitments.
What education and/or training do you have that relates to your work?
CTEC Continuing Education
CPA Certification
IRS Compliant for PTIN
Maters in Tax Law
Do you have a standard pricing system for your services? If so, please share the details here.
No we don't have one but we offer a free estimate.
How did you get started in this business?
Our passion to help people in the community by helping them keep more of their hard earned money, motivate us to offer better solutions and a great customer service.
What types of customers have you worked with?
Individuals, Business', and LLC, S-CORP, C-CORP
What advice would you give a customer looking to hire a pro in your area of expertise?
I inform my clients to check that the business has a license to operate and that they are in the PTIN Directory (National Directory of Registered Tax Return Prepares & Professionals).
What questions should customers think through before talking to pros about their needs?
Please feel free to contact us via phone, text, or email with any questions you may have regarding tax preparation services.