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Al Sanchez Income Tax Services

Al Sanchez Income Tax Services

Reviews Summary

The consensus from reviews highlights exceptional service, with many praising the staff's professionalism, efficiency, and friendliness. Gustavo is frequently mentioned for going above and beyond, providing thorough explanations, and making the tax process easy. Customers appreciate the quick, reliable service and often return yearly. A few negative reviews cite issues with errors, delays, or high costs, but the overwhelming majority rate the experience 5 stars, recommending the service for its expertise and excellent customer care.

About This Listing

Bookkeeping
Tax Preparation
Small Businesses
Individual Taxpayers
Remote Services
Bilingual Services
Years of Practice
In-person Support

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
Tax Preparation
Small Businesses
Individual Taxpayers
Remote Services
Bilingual Services
Years of Practice
In-person Support

Contact Information

Address

31 S Jackson Ave

San Jose, California 95116

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 10AM-6:30PM
Tuesday 10AM-6:30PM
Wednesday 10AM-6:30PM
Thursday 10AM-6:30PM
Friday 10AM-6:30PM
Saturday 10AM-2PM

Customer Reviews

Came in last minute to get my taxes done and it was a speedy and professional service. The person who worked with me was Gustavo and he was very kind and informative. I asked him a million questions and he never hesitated to respond or share info.i would definitely recommend you come and do your taxes with these guys!

Gustavo went above and beyond for my wife and I. I?m very grateful to have been helped by him. He takes pride in helping others and it is seen. 5 stars for the company and 6 for him. Will he back next year so dios quiere ??

What can I say about Gustavo, Great customer service! He helped me get my taxes done in a timely and professional manner. Will be returning next year 100%

I?m so grateful for Al Sanchez! They really came through for us during tax season. Gustavo was super helpful, patient, and thoroughly explained everything to us!

Great customer service. Overall very helpfully and friendly would recommend for anyone first time filing taxes

Quick, fast and simple. Thank you Gustavo for making tax filing easy. Highly recommend

I had the pleasure of working with Alsanchez Income Tax and Bookkeeping for my business, and I couldn?t be more impressed with their services. From the very beginning, their team demonstrated professionalism and a deep understanding of both tax laws and bookkeeping practices. They took the time to thoroughly review my business?s financials, ensuring everything was in order and that I was maximizing deductions while staying compliant. Their attention to detail and commitment to helping my business grow real

Gustavo helped me prepare my taxes. He was incredibly thorough, well organized, cordial, professional, amicable, and explained everything to me in detail. I would definitely implore others to come to Al Sanchez for their extraordinary customer service skills. Plus the girl with doc martens was drop dead gorgeous ????

Best tax place in the area. Gustavo helped me a lot. Thank you.

I recently had the pleasure of visiting Al Sanchez Bookkeeping & Income Tax Services and was thoroughly impressed with the service I received. The staff were incredibly helpful and courteous throughout my visit. They went above and beyond to assist me with my needs, and their expertise truly made a difference. Overall, I had a fantastic experience and would highly recommend to anyone in need of their services.

Al is very knowledgeable in taxes and how to minimize owing the IRS and FTB.

Gustavo was very helpful and knowledgeable. Tax time can be very stressful, but he handled my taxes with care in a highly efficient and effective matter. Very professional and easy going. 10/10 would recommend

The Worse experience ever I will never go back Front desk Lady made me waste my time

Great and fast service , definitely recommend coming here!

Emailed my W-2 and immediately got a call from Gustavo to let me know my taxes were ready to sign and file. Excellent customer service. Definitely will be returning next year.

Fabulous and fast service with guaranteed satisfaction on tax return!

Love coming here, feels like part of the family. Gotten my taxes done by Gustavo and Alexandro and they are both amazing at making sure I understood my taxes! Highly recommend (:

Just had my taxes done here and I'm super impressed! The team was thorough, efficient, and made the whole process stress-free. Highly recommend them for anyone needing tax services.

I?ve been doing my taxes here for two years and it?s been a great experience. The staff is super friendly, professional, and knowledgeable. I?d definitely recommend to anyone looking for a new tax person.

I been coming here for the last few years. They are quick doing your tax preparations. They answer all your question in a timely manner. Great service. Easy and Quick.

would not recommend because at first I was doing taxes with a guy and said he I was just gonna pay 750. Which was fine but then again I call to see how's my tax application it said it went through but I have to pay 1100 due to a system error which this was a young women who was working there. So I have to go find another tax place.

Amazing service, got my taxes done by Patty and she made sure to explain and answer any questions that I had. Will definitely be coming back!

Al Sanchez really has helped me out. I used to try to do my own taxes on my own. It took a lot of time and I feel that I did not have the knowledge I needed to get what was owed to me. With Al Sanchez, I was able to explain my situation and provide my paperwork and get really see I could do. Great help. Quick work. Super professional. They will take care of my taxes from now on.

I have been working with Alejandro for the last four years and he has made tax season exceptionally simple. He offers quick turn around and clarification on any questions I have. It doesn't matter if I am living locally or in the UK, I know Alejandro will be able to help me.

My experience was very quick and easy I was in and out in less than 30 minutes. I will definitely be coming back to do my taxes next time around.

My mother recommended this tax service, they made it super simple & easy. Gustavo made my experience cool & got to have a nice chat to start my day

I love going there because they treat you very we'll and they help very fast I will recommend all my family and friends to go and do their taxes thank you Alzanches for all your help .

Very helpful and fast. They do amazing work. Less than 30 minutes. Definitely recommend!!

Great customer service from Gustavo did all he could didn?t let me leave un satisfied great help 100% recommend him

Thank You Alejandro for your Good Service I will definitely book an appointment again with him.

Gustavo was very supportive and they were so fast. I?m so thankful for their support!!

Been going here for 13 year,. The staff is really friend, they provide fast service and are very helpful.

Awesome experience!!! Was fast and easy. Every one was super nice and helpful! Would recommend?

Gustavo Alfonzo was super friendly and nice. Staff was very welcoming and professional.

Do yourself a favor and look else where, why you may ask? The following: they put wrong social security, wrong address and take a month or so to input corrections. Same happened to my friend, we agreed to look somewhere else hope this helps.

Been doing my taxes here this is my second time coming to here nice and friendly always very welcoming all the staff

Amazing people and wonderful customer service, very trustworthy and kind. Definitely will be coming back! :)))))))

Amazing service, came here to file my taxes and only took about 15 minutes

Disappointed to say but the least.Called a day earlier and given an appointment for 10:30 am. Arrived at 10:30 am only to be seen at 11: 40am. The girl at the front desk said, " As you can see, we are busy." Don't give clients appointments that you can't honor. They too are busy.

Amazing services they always do an excellent job with my taxes

Gustavo was quick and efficient with helping me to do my taxes.

Good and fast service. Alejandro explains everything real well. Will definitely go to him again.

I?ve been coming here for years and everyone here has been so helpful in explaining any questions I have

Did very well explaining everything to me as well as made this process very easy and quick !

Great Service every year that I come and awesome people. Drive from San Mateo to San Jose ??

Best Tax Services in the Bay Area! Have been a client since 2013

I have been coming to Al Sanchez for years and the service is always perfect.

Gustavo was very helpful & gave me great service.

I had my taxes done wrong and the money was deposited to the wrong account number. . IRS sent me a letter with the corrections. I had to wait a longtime for my reimbursement

Quick and reliable. amazing people. sooooo nice and knowledgeable

I called to make an appointment for taxes. When I got there had me wait for over 30 minutes, and were rude. Don?t understand concept of appointment.

Very expensive.the two last year's was 160 and they supposed to give you a $10 off coupon and then they still charging the same i was like??what?? and this year 200 ??????

Very nice people and good service. Honest answers to complicated situations....five stars

Very Helpful Great Customer Service!

Very fast service. Have been coming here for a couple of years.

Very respectable and excellent service

(Translated by Google) Bad cerbicio people are not well prepared and give absurd answers. Last weekend when we went to fill out the 2017 taxes. First we arrived we said that we were going to do the taxes and since they already knew my husband everything was fine until we left that we had to add my daughter who is one year and one month old and that they already had the documents to which according to them they had nothing. I was upset because I said where my daughter's personal documents are? But well, I st

(Translated by Google) I received excellent service from Alicia, the preparer who helped me with my taxes, explained everything regarding my taxes, the credits I qualified for and helped me get the maximum refund. (Original) Recivi un Excelente servicio de parte de Alicia la preparadora que me ayudo con mis impuestos, me explico todo referente a mis taxes los creditos a los que calificaba y me ayudo a agarrar el maximo reembolso.

(Translated by Google) We come every year to Al S?nchez. They always do a good job with my taxes. (Original) Venimos Todos Los A?os a Al S?nchez Siempre Hacen Un Buen Trabaj? Con Mis Taxes

(Translated by Google) Very good place to do your taxes (Original) Muy bien lugar para hacer sus impuestos

(Translated by Google) Thank you very much Alondra for your attention. (Original) Muchas gracias Alondra por la atencion

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.