About
Hi, My name is Jose Morales!
From Jose’s Tax Service In New Haven, I Would love to assist you with your Tax Prep… At Jose’s Tax Service we provide great Service at Reasonable rates, & You’ll get the neighborhood care and attention you just can’t get from those run-of-the-mill tax chains. Our prices include complete preparation of both your Federal and State returns along with e-filing your returns to speed up the processing of your refund. Contact us today and pay us $0* up front for professional tax preparation. Please call, Text, or E-mail us if you need a detailed estimate.
MISSION STATEMENT
We strive to provide a quality Service at a reasonable price, accompanied by superior customer service and to deliver the highest levels of professionalism and experience. Our number one priority and commitment is a world class service to our clients.
Specialties
Comfort with finances
Career stage
Annual income
Service type
Photos and videos
Reviews
jennifer R.
Frequently asked questions
What is your typical process for working with a new customer?
Our process here at Jose's Tax Service usually start with a 10 min phone call, to Gather your basic information like name, address, phone number, and your email, to send you a private invite to share your tax documents & To Schedule your appointment with us.
What education and/or training do you have that relates to your work?
Our knowledge and education is provided by CPA Academy on behalf of the IRS.
Do you have a standard pricing system for your services? If so, please share the details here.
Basic Package:
Price: $180
Description: This package includes the preparation and filing of a standard individual tax return (Form 1040) with no additional schedules or complexities. It is suitable for individuals with a simple tax situation, including those who only have income from employment and no additional deductions or credits.
Advanced Package:
Price: $250
Description: The advanced package is designed for individuals with slightly more complex tax situations. It includes the preparation and filing of an individual tax return (Form 1040) with additional schedules such as Schedule A (Itemized Deductions) or Schedule C (Self-Employment). This package is suitable for individuals with mortgage interest, charitable contributions, self-employment income, or other deductions.
Business Package:
Price: Starting from $300
Description: The business package caters to small business owners with more complex tax needs. The exact pricing for this package will depend on the size and complexity of the business. It includes the preparation and filing of business tax returns (e.g., Schedule C, Schedule E, or partnership returns), as well as guidance on deductible expenses, business credits, and other tax-related issues specific to businesses.
How did you get started in this business?
I got started in this business simply by helping family and friends that need help with tax prep, so I made a decision to make it a business to continue helping others who need help with tax prep & saving money.
What types of customers have you worked with?
since I open my services to the public, I so far helped all kind of clients and customers.
Describe a recent event you are fond of.
Well I recently attended a virtual conference which I thought was amazing and incredibly smart.
What advice would you give a customer looking to hire a pro in your area of expertise?
We are more than your tax pro's, we are your right hand man. Hear You’ll get the neighborhood care and attention you just can’t get from those run-of-the-mill tax chains.