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2024

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Best Tax Services in San Jose, CA

Our Recommended Top 17

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored San Jose Tax Services on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

225Reviewed

141Curated

17Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

San Jose, CA 20002

Expertise.com Rating

Review Sources

Yelp
4.9 (548)
Google
4.9 (337)
Facebook
4.9 (29)

Why choose this provider?

Dimov Tax is an experienced accounting firm that has been providing individual tax and business tax services in San Jose for 12 years. Its team of tax specialists offers services that involve ITIN numbers, corporate and partnership taxation, quarterly estimated taxes, and tax settlements. They also provide various accounting and consulting services, which include back office accounting, excel consulting, retail accounting, and valuation services. Dimov Tax is available seven days a week from 10 a.m. to 8 p.m.

  • Consulting
  • Audits
  • Accounting
  • Business Taxes
  • Individual Tax
1-800 Accountant logo

1-800 AccountantExpertise.com

San Jose, CA
Free Business Tax Consultation

Expertise.com Rating

Review Sources

Google
4.3 (2836)

Why choose this provider?

1-800Accountant San Jose is a virtual accounting firm that prepares and files individual income tax returns in the local community. Additionally, its remote tax accountant advisors provide financial planning services, including bookkeeping, entity structuring, and loan agreements. They also manage various tax forms, such as 1040s, 1099s, and 1120s, for the self-employed and entrepreneurs. Since its establishment, the firm has served more than 100,000 small businesses operating in traditional and emerging industries across the country.

  • Business Tax Preparation
  • Small Business Taxes
  • Tax Advisory
  • Accounting
  • Bookkeeping
  • Catch Up Bookkeeping

15375 Barranca Pkwy Suite B-211, Irvine, CA 92618

Why choose this provider?

Global Gate Tax Relief and Accounting helps San Jose residents and businesses improve their finances and regulatory compliance. Its CPAs, case managers, and Enrolled Agents handle tax services, including IRS representation, wage garnishment prevention, and penalty abatement. In addition, they assist with the IRS Fresh Start Program, innocent spouse tax relief, and tax collection appeals. To educate the public about financial management, the company runs a blog that discusses the impact of debts on credit scores and settlement through offers in compromise.

2670 South White Rd. Suite #235, San Jose, CA 95148

Expertise.com Rating

Review Sources

Yelp
4.5 (27)
Facebook
5.0 (6)
Google
5.0 (3)

Why choose this provider?

TLK Tax Services draws from over 13 years of expertise to prepare and manage financial documents for individuals and businesses in the area. It handles tax returns, planning, and sales tax, as well as organizes records for a business, from salaries or wages to bonuses or deductions. It has bookkeeping services that include accounts payable and receivable, budget preparation, bank reconciliation, and monthly, quarterly, and annual payroll reports. TLK's tax services are also available to partnership, corporation, and S-corporation entities.

  • Preparation & Planning

2670 S White Rd Ste 145, San Jose, CA 95148

Expertise.com Rating

Review Sources

Facebook
5.0 (19)
Google
5.0 (6)
Yelp
5.0 (1)

Why choose this provider?

C&S Income Tax and Bookkeeping caters to clients in San Jose and the neighboring metros. It offers tax preparation for individuals and business owners. It provides IRS and state audit representation, payroll reporting, and monthly bookkeeping. The local firm also conducts business planning and management, such as entity selection and startup services. It provides notaries and financial statements. It also helps set up Quickbooks. The agency has been serving individuals for more than 25 years.

  • IRS Relief

2235 Story Rd, San Jose, CA 95122

Expertise.com Rating

Review Sources

Google
4.0 (4)
Yelp
5.0 (1)

Why choose this provider?

R&E Tax Preparation Services caters to clients, including Spanish-speaking ones, within the San Jose metro and its surrounding areas. Its consultative approach revolves around the assessment of an individual's financial situation and the identification of tax deduction opportunities. Its staff designs customized plans that address concerns involving income tax returns, ITINs, and notary public services like document translation and assistance with legal forms. It also provides business formation options, including the preparation of organizational forms and member listing statements for companies.

  • Preparation & Planning

San Jose, CA 95110

Expertise.com Rating

Why choose this provider?

Altum Partners, LLP is a premier licensed public accounting firm serving the San Jose, CA and the surrounding counties. This company provides various tax services for all categories of clients including partnerships, corporations, S-corporations, individuals, and limited liability companies. Altum Partners, LLP takes pride in their passion and dedication to provide unparalleled support to their clients.

San Jose, CA 95128

Expertise.com Rating

Review Sources

Yelp
4.0 (9)

Why choose this provider?

Tim Kehl, CPA is a licensed full-service and premier accounting firm serving the San Jose, CA area, and its neighboring counties. This company offers professional services including tax management services, estate and trust planning and tax preparation, payroll services, IRS representation, accounting services, mergers, and acquisitions and sales. Clients commend Tim Kehl, CPA for their professionalism and friendly personalized services.

San Jose, CA 95131

Expertise.com Rating

Review Sources

Yelp
5.0 (1)

Why choose this provider?

Chow & Ouyang, LLP is a licensed and full-service accounting company serving San Jose, CA and the surrounding areas. This company provides a wide range of services including expatriate tax services, general taxes, business services, and consultancy for businesses, individual professionals, and executives. Chow & Ouyang, LLP has years of extensive experience and professionalism, which enables them to guarantee their clients will receive highly efficient, and quality service.

San Jose, CA 95112

Expertise.com Rating

Review Sources

Google
5.0 (6)
Yelp
4.0 (4)

Why choose this provider?

David Kirst, CPA is a tax preparation and planning firm located in San Jose, CA and serves the surrounding counties. This company offers services such as tax CPA services, CFO, and small business services, and LLC and tax partnership services. Efficient and reliable service has made David Kirst, CPA a trusted company that has assisted clients to sail through the often-daunting tax time.

1565 Alum Rock Avenue, San Jose, CA 95116

Expertise.com Rating

Review Sources

Yelp
4.0 (9)
Facebook
5.0 (4)
Google
3.7 (3)

Why choose this provider?

Andrade Tax Service is a family-owned and family-operated company serving individuals and businesses in San Jose. It provides tax return preparation and planning services for individuals, partnerships, and limited liability companies. The company also offers payroll processing and bookkeeping services to maintain accurate and complete records of financial transactions in an orderly manner. Andrade Tax Service uses its 40 years of industry experience to meet the tax service needs of clients in a dynamic regulatory and financial environment.

  • Preparation & Planning

88 Tully Rd Ste 106, San Jose, CA 95111

Expertise.com Rating

Review Sources

Yelp
5.0 (73)
Google
5.0 (4)

Why choose this provider?

TCA has been providing financial services to individuals and businesses in and around San Jose for over 30 years. The company offers a wide range of tax services, including compliance and preparation of tax returns, international tax planning, equity-based compensation arrangements, tax audit representation, real estate transactions, and previous year's returns amendments. It also offers payroll, accounting, and business solutions. TCA is a member of the AICPA, CalCPA, and the National Association of Enrolled Agents.

  • Preparation & Planning

2635 Cunningham Ave. Ste #23, San Jose, CA 95145

Expertise.com Rating

Why choose this provider?

AMC Tax Services provides financial solutions to its clients in San Jose. By taking time to listen to understand the goals and objectives of its clients, the Silicon Valley-based firm assists in accounting and financing problems through its various services. The accountants conduct preparations on financial statements, taxes, IRS audits, and back taxes. They also offer IRS negotiation, consulting, tax audit representation, bookkeeping, and payroll services. The company's other services include assistance in delinquent tax returns, sales tax problems, offers in compromise, and back taxes.

  • Consulting

2003 Tully Road, San Jose, CA 95122

Expertise.com Rating

Why choose this provider?

Primus Tax Inc. serves individuals and businesses in San Jose and the surrounding areas. It prepares and files individual, property, employment, and sales tax returns to help clients reduce their liabilities and meet filing deadlines and requirements. The company also offers payroll processing services and represents clients before the IRS and the Franchise Tax Board. Owner Kate Quach is an Enrolled Agent with more than 10 years of experience working with partnerships, LLCs, and C and S corporations on tax deduction strategies.

  • Preparation & Planning

980 A St, Hayward, CA 94541

Expertise.com Rating

Review Sources

Google
4.7 (18)
Yelp
3.0 (2)

Why choose this provider?

Tax Magic offers a selection of services in San Jose and nearby locations. It provides customized personal and business tax preparation and return filing solutions to help clients protect their finances. The company also deals with IRS audit, payroll, bookkeeping, and company formation tasks. Its agents also assist individuals and families in acquiring life, auto, and umbrella insurance. They have served various customers, such as Ariba Healthcare Group and Bridges Family Care. Tax Magic has been in the industry for over 15 years.

  • Preparation & Planning

​2114 Senter Rd. #12, San Jose, CA 95112

Expertise.com Rating

Why choose this provider?

Sky Net has been providing tax preparation services in San Jose for over five years. Its financial solutions include filing for refunds and assessing deductions. It also assists individuals in IRA, social security, retirement, investment, and student loan planning. Additionally, the company manages books and financial statements for small businesses. Sky Net participates in annual Continuing Professional Education courses offered by national accounting and tax associations to keep its services aligned with the current laws.

  • Preparation & Planning

San Jose, CA 95125

Expertise.com Rating

Review Sources

Yelp
5.0 (2)
Google
5.0 (1)

Why choose this provider?

Abbott, Stringham & Lynch is a company of certified public accountants and business advisors located in San Jose, CA and serve the outlying counties. This company provides various services such as tax services, estates and trusts, assurance and accounting, valuation, business advisory, litigation services, and benefit plans. At Abbott, Stringham & Lynch, clients can enjoy exceptional services from strategic partners, number crunchers, and good people.

Compare our Top Tax Services

NameExpertise RatingAddressPromotionsLearn more
Dimov Tax
San Jose, CA 20002Call for quote
1-800 Accountant
San Jose, CAFree Business Tax Consultation
Global Gate Tax Relief and Accounting
15375 Barranca Pkwy Suite B-211, Irvine, CA 92618
TLK Tax Services
2670 South White Rd. Suite #235, San Jose, CA 95148
C&S Income Tax and Bookkeeping
2670 S White Rd Ste 145, San Jose, CA 95148
R&E Tax Preparation Services
2235 Story Rd, San Jose, CA 95122
Altum Partners, LLP
San Jose, CA 95110
Tim Kehl, CPA
San Jose, CA 95128
Chow & Ouyang, LLP
San Jose, CA 95131
David Kirst, CPA
San Jose, CA 95112
Andrade Tax Service
1565 Alum Rock Avenue, San Jose, CA 95116
TCA
88 Tully Rd Ste 106, San Jose, CA 95111
AMC Tax Services
2635 Cunningham Ave. Ste #23, San Jose, CA 95145
Primus Tax Inc.
2003 Tully Road, San Jose, CA 95122
Tax Magic
980 A St, Hayward, CA 94541
Sky Net
​2114 Senter Rd. #12, San Jose, CA 95112
Abbott,Stringham & Lynch
San Jose, CA 95125

FAQs

  • Introduction

    In the early spring of every year, nearly everyone has a decision to make — should you try to file your taxes on your own or hire a tax professional? There are pros and cons to each option. For example, hiring someone to do your taxes isn't free, but it will ensure that you can take advantage of everything at your disposal when filing your tax returns.


    Ultimately, the decision about whether to hire a tax professional will come down to factors such as the complexity of your tax situation and whether you'll be able to file them on your own.

  • When can I file my taxes?

    You can file your tax returns between getting access to your annual income information and Tax Day. In most years, federal Tax Day occurs on April 15, but in 2020 and 2021, tax deadlines were delayed because of COVID-19, extending the filing period. 

  • How much do you have to make to file taxes?

    State and local minimums to file taxes vary concerning where you live. The federal minimums fluctuate depending on your age, filing status, and tax year. For example, if you filed in 2020 as single and under 65 years of age, your income needed to be at least $12,200.

  • Do I have to file taxes?

    If your income over a calendar year exceeds the threshold for your age group and filing status, you must file a federal tax return for that year. State and local rules vary. For example, there are some areas that don't have income tax at all and have different rules for filing taxes.

  • What happens if you don\'t file taxes?

    If you don't file and pay your taxes by the deadline, unpaid taxes will incur interest up to 25% of the unpaid amount. This, in addition to the unpaid amount, will be what you owe the IRS. Different states treat unpaid taxes differently and penalties range from fines to jail time.

  • How do I file taxes?

    Filing taxes involves getting your annual income documents and statements and filling out a tax return, which will tell you the amount you owe for the year. You can choose to fill out your returns yourself and mail them or file online. Or, you can hire a professional to fill out and file the returns for you.

  • How do I file taxes for free?

    There are several services that offer free filing of federal tax returns. The most notable are online services, including IRS.gov and TurboTax. You can also look around for community organizations that offer tax filing for free as a service for community members, including the local library.