Norbie Gaerlan, CPA

Norbie Gaerlan, CPA

5.0Exceptional(31 reviews)
Offers online services
Offers online services

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:

www.taxulo.com

You can also check me out on Linkedin.


Highlights

Hired 11 times
5 employees
13 years in business
Serves San Jose , CA
Offers online services

Payment methods

Credit Card, Cash, Check, Venmo, Zelle

Social media


Details

Industry

Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Real estate, Construction, Non-profit, Other industries

Annual income

Less than $100K in revenue, $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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    Lisa B.

    Very professional, knowledgeable, and prompt. I will use him again.
    ... Show more
    October 05, 2019
    Hired on Thervo

    Alta S.

    He was awesome to work with!
    ... Show more
    September 12, 2019
    Hired on Thervo

    Ninad D.

    Quick response. Took time to understand my tax issue.
    ... Show more
    August 09, 2019
    Hired on Thervo

    Sandra J.

    Great team. Thanks Norbie, you dont really realize how happy I am meeting you. I have now more free time for my family. I dont have to worry about my accounts or my tax filing. Cheers everyone. Youre doing a great job,
    ... Show more
    March 25, 2019

    Martha H.

    A big thank you to Norbie for an awesome service and prompt reply. Would highly recommend to business owners who need if they need a highly reliable and honest Bookkeepers.
    ... Show more
    March 21, 2019

    Jacklyn J.

    Your performance and your team are very commendable. We thank you for giving us all ears to listen to our sentiments. We are very grateful for having you as our Bookkeeper and Tax Personnel. We look forward to many years of partnership with you.
    ... Show more
    March 21, 2019

    Frequently asked questions

    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. 

    CPA and MBA

    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.

    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. 

    All types of Individuals and all kinds of Businesses. 

    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. 


    Services offered

    Tax Attorney
    Business Consulting
    Business Tax Preparation
    Individual Tax Preparation
    Accounting