Top Pro

Norbie Gaerlan, CPA

5.0Exceptional(53)

•

San Jose, CA & Online

About

Efficient, Timely, Detailed and Accurate.

When my clients are happy, it makes me want to do more.

I have been a CPA over 28 years and I totally understand my role as the CPA, Auditor or Tax Professional.

Please check out my websites:

https://taxulo.com

You can also check me out on Linkedin.

Highlights

Hired 11 times

10 employees

16 years in business

Serves San Jose, CA

Offers online services

Payment methods

Credit Card, Cash, Check, Venmo, Zelle

Social media

Specialties

Special tax situations

Rental property, Stocks or bonds, Disability

Employment status

Customer is self-employed, Customer is not self-employed

Filing status

Single, Married filing jointly, Married filing separately, Head of household, Widow(er) with dependent child

Photos and videos

CFO Services: What Can They Do for Your Business? A CFO Services helps your business grow and stay financially healthy. Here’s how: ✅Strategic Planning: Align financial goals with business objectives ✅Budgeting and Forecasting: Create accurate budgets and forecasts ✅Cash Flow Management: Ensure sufficient liquidity for operations and investments ✅Financial Reporting: Prepare and analyze financial statements ✅Risk Management: Identify and mitigate financial risks ✅Tax Planning: Optimize tax strategies and ensure compliance ✅Cost Control: Reduce operational costs and improve profit margins ✅ Investment Management: Evaluate and advise on investment opportunities ✅ Performance Monitoring: Track financial metrics and implement improvement plans For more info, contact info@taxulo.com or visit www.taxulo.com.

Reviews

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kristoffer C.

Exceptional service from Norbie and the entire Taxulo team! I’ve used their platform extensively for business operations and tax services, and they consistently deliver an optimized experience. The team is highly accessible, prompt, and provides expert support when you need it most. Highly recommended for anyone looking for reliable, stress-free tax solutions and operational guidance

September 30, 2026

kristoffer C.

Exceptional service from Taxulo and specially Norbie! I’ve used their platform extensively for business operations and tax services, and they consistently deliver an optimized experience. The team is highly accessible, prompt, and provides expert support when you need it most. Highly recommended for anyone looking for reliable, stress-free tax solutions and operational guidance

September 30, 2026

kyla G.

Excellent Team Work, Norbie and team! Very Efficient and Communicated really well throughout the whole process, Thank you for bringing us out of fhe mess we were in.

September 22, 2026

stella R.

We discovered Taxulo online a few years ago for our audit, and we recently completed another one with their team. They’ve been incredibly helpful in organizing our accounting processes, and I would gladly recommend them to anyone in need of an audit.

February 10, 2026

aj S.

“Professional, reliable, and easy to work with—highly recommend Norbie Gaerlan, CPA.”

February 05, 2026

camille M.

Your business deserve to have the most efficient, cost effective and very effective accounting, finance and tax services.

January 23, 2026

Frequently asked questions

What is your typical process for working with a new customer?

I sit down with the potential client, identify and evaluate their needs then I come up with a suggested process and plan of action. My clients finalize it with me.

What education and/or training do you have that relates to your work?

CPA and MBA

Do you have a standard pricing system for your services? If so, please share the details here.

None for the most part. What is important is the services have to be identified first and all processes established clearly with the client. My fees are very reasonable.

How did you get started in this business?

Im a Certified Public Accountant. I was a CFO and a Financial Controller for various companies here in the Bay Area. I also have over ten years of serving the Non Profit industry. Years ago, I started representing clients for IRS audits thru my Tax Resolution company and saved clients millions of dollars.

What types of customers have you worked with?

All types of Individuals and all kinds of Businesses.

What questions should customers think through before talking to pros about their needs?

Their processes, financial reporting needs, what potential savings they can achieve, what potential tax savings current and future, are their financial in line with their short term and long term goals, are their companies structured correctly...to name a few.