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Find a Tax Accountant in San Jose

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Whether you’re looking for quotes or you’re ready to hire, or if you’d like to speak with some San Jose-based Tax Accountants, we can help.

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SGYoung Tax Services: The Tax Roadie profile image
S

SGYoung Tax Services: The Tax Roadie

A Tax Preparer That Will Travel to YOU! I am an Enrolled Agent that specializes in Individual Tax Preparation and Planning. My clientele includes: Entertainment Professionals Gig Workers (Multiple W2s and/or 1099s) Solopreneurs (including CA SMLLC) Rental Property Owners I am also well versed in: Trust and Estates Divorce Employee Stock I am willing to come to you to gather documents and have secure remote access capabilities as well. I also offer bookkeeping services to keep you up to date on Estimated Payments and ready you for Annual Tax Filing.

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Hear from
a professional

What do you love most about your job?

I love being able to assist my clients and make their lives easier. Tax Returns are a necessity, but they don't need to take over your life.
The more I can do to ease the burden, and reduce the final tax liability (within the regulations, of course) the more I feel I have helped.

What inspired you to start your own business?

I have always completed and filed my own tax returns. I have run multiple Sole Proprietorships as well have an ongoing, changing personal tax picture. If I can help other people figure out their taxes and have more time to relax and enjoy life, it makes me happy

Why should our clients choose you?

I am the Tax Professional willing to go to you!

No matter where in the Bay Area you live, I will travel to meet you. We can meet in the comfort of your home, at your office during a lunch break, or somewhere more public (following CoVid safety and social distancing protocols).

Can you provide your services online or remotely? If so, please add details.

I can provide online and remote services easily.
I am able to set up video chat through FaceTime or Zoom. I generally answer emails within 36 hours.
Documents can be transferred securely through a client portal.

What changes have you made to keep your customers safe from Covid-19?

Due to CoVid-19, I have changed the majority of meetings to regular phone calls or video meetings.
I will meet clients in person, if they prefer, at outdoor, public spaces to follow social distance requirements.
If I need to arrange office space for meeting, venues are selected that adhere to the strictest of safety and cleanliness standards
PPE guidelines of masks and gloves are always followed.

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Tax Preparation FAQs

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Broadly speaking, the higher your income and the more sources of income you have, the higher the fee is likely to be.

Your professional tax accountant will be able to advise you on the full range of options available and what is most suitable for you. Use Bark to get free quotes and get in touch with local tax accountants today.

There are a number of factors that are worth considering when choosing your tax accountant. These include:

  • Professional qualifications - You should check that they have completed relevant qualifications which are regulated by their professional body. In addition, they should be keeping their skills and knowledge up to date through continuing professional development. They are also required to hold Professional Indemnity Insurance.

  • Invest time - Invest time in finding the right adviser. Research their websites and meet those on your shortlist. When you meet them decide if they are approachable and understand businesses of your size and in your sector. It is helpful if they have expertise in particular areas of tax that you require advice for. Find out if they provide services that you may need now and in the future.

  • First meeting - Check in advance whether the first meeting is free of charge.

  • Charges - Establish the basis of fees and when they will be payable. Ask for an estimate and check what is included such as additional charges for other services (e.g. VAT, Payroll). You may be able to minimise charges by doing some work yourself and by using a compatible accounting package.

  • Terms of engagement - You should receive a letter setting out what your adviser will and will not do for you in the terms of the engagement.

  • Keeping them informed - You should keep your adviser informed of any changes in your business or personal circumstances. Plus, you should seek their advice in advance if you are considering retiring, selling or giving away an interest in your business or a significant asset.

You can be confident that any of the Bark local tax accountants listed will give you a reliable and professional service.

It can be tempting for sole traders to monitor their own financial situation and attempt to save additional overheads when margins are tight.

Hiring a tax accountant can save you money and free up time in which to grow your business interests. Plus, partnering with a good accountant can help protect your legal positioning, guarding against common mistakes that have avoidable consequences.

Filing tax returns can be worrying for those who have never done so before but tax accountants can take the stress out of managing your financial records.

Some of the services your business taxation expert can provide include:

  • Bookkeeping

  • Helping you pay the right amount of tax

  • Improving tax efficiency

  • Financial compliance

  • Creating/developing your business plan

  • Sourcing funding for growth

  • Growth management

  • Extracting value from your business

  • Tax returns

  • Making tax digital

  • Exit planning

Absolutely! Online accountancy is becoming increasingly popular, not least because it offers convenience and flexibility, which is ideal for those of us with busy schedules or accessibility issues. As long as you're able to discuss your needs with your expert over the phone or via video chat, then you're good to go.

Reviews

4.89/5.00

based on 619 reviews

The average rating for Bark Tax Accountants in San Jose is 4.89, based on 619 reviews.

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