Norbie Gaerlan, CPA

Norbie Gaerlan, CPA

5.0Exceptional(36 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:

https://taxulo.com

You can also check me out on Linkedin.


Highlights

Hired 11 times
10 employees
14 years in business
Serves San Jose , CA
Offers online services

Payment methods

Credit Card, Cash, Check, Venmo, Zelle

Social media


Specialties

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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    AV

    arnel V.

    I did not file my tax returns for past 5 years with my LLCs and investment properties. At first I was hesitant when I saw them online. Now, I am so happy to have met this team. Outstanding service.
    ... Show more
    January 21, 2024

    JC

    jimmy C.

    I had 7 years worth of unfiled taxes and I owed over $100k in back taxes. Now I owe the IRS nothing and I sleep like a baby
    ... Show more
    January 17, 2024

    JG

    jonathan G.

    I have been working with Norbie and his team for over 3 years now. They streamlined my whole accounting and reporting processes so I was able to focus on growing my businesses. Thank you, so much.
    ... Show more
    January 02, 2024

    AB

    alyssa B.

    Norbie was very quick to respond and was right on it. Excellent work! I have already recommended to my family and friends. Thanks! πŸ‘
    ... Show more
    December 28, 2023

    Photo of mary rose C.

    mary rose C.

    Norbie was very quick to respond and was right on it. He has excellent staff, cleaned up my Quickbooks for past 3 years and saved me in taxes. To Norbie and his team, Excellent work! Highly Recommended! πŸ‘
    ... Show more
    December 28, 2023

    LB

    Lisa B.

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

    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