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ACTAX

ACTAX

Reviews Summary

The majority of reviews praise the service for its professionalism, expertise, and personalized tax advice, with many highlighting satisfaction in handling both personal and business taxes. Customers appreciate the clear explanations, efficiency, and follow-up support. Several mention long-term trust and repeat business. However, a few negative reviews cite poor communication, unmet expectations, and delays in resolving complex tax issues. Overall, the sentiment is overwhelmingly positive, with many recommending the service for its reliability and customer care.

About This Listing

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Local Tax Credits
Remote Services

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Local Tax Credits
Remote Services

Contact Information

Address

311 N Capitol Ave G

San Jose, California 95133

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5:30PM
Tuesday 9AM-5:30PM
Wednesday 9AM-5:30PM
Thursday 9AM-5:30PM
Friday 9AM-5:30PM
Saturday Closed

Customer Reviews

I couldn't be more impressed with the service I received from AC Tax. The team was not only professional but also incredibly efficient, guiding me through the entire process with ease. They took the time to answer all my questions and ensured that I understood each step along the way. I truly appreciated their attention to detail and commitment to providing top-notch service. I highly recommend AC Tax to anyone looking for reliable tax assistance.

This review is long overdue. I've been coming here for 2 years and had such a great experience. Kultar has helped me with my taxes and given me such great insights about my taxes and the possibility of running my own business. If you're are looking for a reliable and great customer experience, definitely look no further!

I had a great experience with AC Tax Service. AC Tax responded to my initial inquiry the same day, and accommodated my schedule . Kultar made the entire process very easy, and given my very limited knowledge, made things simple to understand without leaving out any details. I greatly appreciate their patience, quick correspondence, and professionalism, and would highly recommend my tax guy to anyone seeking quality service.

My first experience with acTax. Everyone was very cordial and made me feel welcome. The team was efficient and thorough with my income tax filing. And their follow-up confirmations were very prompt. They earned my complete trust. I will recommend them to anyone that has a need for their business services.

My husband and I are very pleased with the service received at ACTax. They are quick and thorough. We dropped off our taxes and within a week we had them completed and E-Filed. I have recommended them to my family and friends.

When we first came to acTax we were several years behind on our taxes. We had taken bad advice from other companies and were in a lot of trouble. Kultar jumped right in and worked diligently to help us get caught up. He has been an absolute god send. Thanks to his help and his advise we are finally getting it together. He has taken on our bookkeeping and doing all he can to keep us on track. Kultar and his company are the BEST EVER.

Best services I have ever had with a Tax consultant. Kultar is highly professional and explains everything in detail. I wouldn't think of going elsewhere for filing my tax returns.

I usually never write negative reviews but for this one I couldn't stop myself to write. My appointment was booked 4-5 days in advance to meet Mr. Kultar. I arrived right on time for my appointment. When I reached to the office, I saw Mr. Kultar was busy with other clients. I was told by the receptionist / lady that I have to wait as Mr. Kultar is "BUSY WITH AN EXISTING CLIENT, Do you have your tax documents, He will be filing your Taxes" without letting me know how long I have to wait. I showed her my tax

I needed an accountant to amend past tax years with a Net Operating Loss from a fraud I have been victim of. Kultar Batth took 3 weeks to review my case, validate it, and accept the job. $6,000 later and more than 3x the time I was given by Kultar to complete the work, the forms were submitted to IRS which denied all the claims. Upon insisting for Kultar to follow through, he sent a letter that produced no result to date (9 months after we started). Mr. Batth does not return my communications, and I am star

I've been going to Kultar to get my taxes done for the past 3 years and he always pulls through! I am a full time employee and part time rideshare driver so I can't just go to any tax person. I go to Kultar because he specializes in what I need for my taxes. I'll be back again next year.

I have been doing my taxes forever but this is my first time that I have got a full deduction on my vehicles. The Tax advice is given in accordance with your business. I am fully satisfied with ACTAX services.

I've known Kultar for years. Last year he helped me form a LLC. Before establishing my LLC he clearly explained to me the difference between LLCs, S-Corps, and C-Corps. I was scrambling through Google to find out which entity would be better for my business, but I couldn't find the right answer. He explained what would be the beneficial for the kind of business I am in. Now with his new office, his service just keeps improving. I'm ready to file both of my business and personal 2017 tax return. He is an ho

Very helpful. I've been doing my taxes for a couple years now and Kultar Batth is very helpful and knowledgeable. Definitely recommend to do your taxes with him!

It was quick and easy. It took about an hour and I was out of there. I signed electronically and I recieved a electronic copy of my returns. AC Tax is highly recommended. I also got an insurance quote. These guys do it all!!

I have trusted Ac Tax Service with my business and personal tax returns for past two years. Very satisfied with their service and price for preparing taxes is very reasonable. I highly recommend.

Wonderful experience with Actax and Handle my accounting with ease. Very professional and it's better to have someone in person. In addition, They are very helpful in filing taxes and answering all your questions you may have. Customer satisfaction is guaranteed.

Very knowledgeable and very patient team. They took time to learn about my works and stuff, to provide me the best possible solutions Tax wise, and other Financial services they provide.

This is my second consecutive year that I had Kultar, of acTax, file my Income Tax Returns. Reference last year's comments by my AKA, "Bruce Wayne"....Same comments.

Great guy and! Very Professional. No rush, Listen very carefully. I recommend his services.

I am so impress with actax' s customer service. They are so professional and know what they are doing. I got good refund and I highly recommend them.

Excellent service. Kultar is very qualified and easily accessible. Thanks for all your help.

As always, Kultar takes good care of me every single tax season year.

The service provided was excellent and exactly what I was looking for in completing my taxes. Thanks.

Excellent. Pricing is just right and all questions are patiently answered. Peace of mind.

I been going here few years and satisfied. thanks Actax

Mr and Mrs. Kaur were great and are highly recommend thank you

I am satisfied with the ACTAX services.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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