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Ferber & Bouslog Co.

Ferber & Bouslog Co.

Reviews Summary

Clients consistently praise the tax professionals for their expertise, professionalism, and responsiveness. They highlight thoroughness in handling complex tax situations, including small businesses, rentals, and stock options. Many appreciate the clear explanations, year-round support, and stress-free process. The secure, efficient filing system and personalized advice are frequently mentioned. Clients value the patience, friendliness, and ability to simplify tax planning, often recommending the service highly. The team’s reliability and quick response times stand out, making tax season manageable and even enjoyable for long-term clients.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Technology

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

Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Technology

Contact Information

Address

2525 Fountain Oaks Dr

Morgan Hill, California 95037

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

I'm always sweating "Tax Season" only because I keep promising myself; next year will be different. I will be more organized. It never seems to materialize although I'm getting better at it. Fortunately, I've got an excellent Tax Preparer, ALEC FERBER of Ferber & Bouslog Co. who I've trusted to prepare my returns for several years and who is patient, calm, helpful, understanding, accurate and always follows-up with responses when my hair is on fire. If you take anything away from this post, the keywords are

Jake has been preparing my taxes for about 8 years now and I have been extremely happy with his prompt responses, his ability to understand complex tax situations, and his overall professionalism. Jake and his business partner Alec make a great team, as both are very personable and knowledgeable. Although I moved to a different state, I still work with Jake when preparing taxes since the process is so easy. I just upload all my documents and instructions to a secure website provided by the firm and schedul

I highly recommend Alec Ferber for accounting and tax filing needs. I have worked with Alec for several years. He is highly knowledgeable regarding individual tax filing questions and has a unique area of expertise with employee stock compensation planning. Tax planning regarding the various employee stock compensation vehicles can be complicated, and Alec is highly versed in this arena. Alec is always available throughout the year to answer tax questions and always gets back to me quickly! He cares about h

We have worked with Jake for the past few years and we really appreciate how thorough he is with completing our taxes. I feel my taxes are complicated, as I have an LLC, as well as a full time County job and a private practice as a therapist. Jake is never flustered and handles everything with ease. He is on top of it and helps us understand how to maximize out tax benefits in a way that works for our family and our financial situation. He is personable, he gets the numbers and is very down to earth. He mak

Jake has been preparing our taxes since 2017. Jake has always been wonderful to work with. Our taxes are somewhat complicated with rentals and out of State properties but Jake makes it look so easy! He is patient and explains the details of our taxes in a language that I can understand. I am grateful to not worry year after year about our taxes. Call Ferber & Bouslog Co today! Look no further. They will take excellent care.

We have been working with Alec for many years now. He is such a friendly and knowledgeable individual, and he has helped us so many times to understand the intricacies that taxes brings every year. He is very patience with us and our silly questions, perhaps we bring the same every year! He also offers guidance throughout the year and not only during tax season. I recommend Alec and his now firm Ferber & Bouslog.

Jake and his team are amazing. He has helped with my taxes for over 5 years. I have referred him to my friends and colleagues. He has a wealth of knowledge and takes the time to answer all questions and concerns. The tax filing process is streamlined and efficient. I highly recommend Jake and his team!

I am happy to share that I have had positive experiences with Alec Ferber and his team for many years now. We communicate on the phone and via email, although I did go into the office in the past. From the outset, their professionalism and expertise were apparent - creating an atmosphere of trust and efficiency. Their attention to detail was impressive, ensuring no deduction or credit was overlooked. Their in-depth knowledge of tax laws has maximized my refunds while putting my mind at ease that things were

Jake and his team were recommended to me several years ago and I am truly grateful. Working with Jake each year has been nothing less than the most positive experience. He is extremely professional, knowledgeable and an overall great person to work with. I actually enjoy tax time!

As a newer client to them, I recommend Ferber & Bouslog Co.for all your tax filings and advice. They are super professional and have the latest security technology that enables me to file from the comfort of my home. No robots or fake service. These guys are the best in the industry and I never worry about mistakes or security issues when sending info. I am big on privacy and identity and absolutely love that Ferber & Bouslog Co. makes this process so easy and smooth. They handle all my personal, home and b

We have worked with Alec for several years, and could not be more pleased. We appreciate his knowledge about our taxes. Very professional service. Simplified all the documents and filings. Taking away all the stress. He is efficient, knowledgeable and friendly. I?m happy to recommend Alec.

I recently worked with Alec for tax planning around my stock options and RSUs, and I couldn't be happier with his services. He took the time to thoroughly explain the tax implications of my situation and worked with me to develop a plan that minimized my exposure to AMT. Throughout the process, Alec, was patient, responsive, and always available to answer my questions. I would highly recommend to anyone in need of tax help!

Jake has been preparing our taxes for 8 years now. He always makes time for ad hoc questions even during the non tax season to help prepare with the long term planinng. He is highly competent, being able to provide with accurate answers oftentimes with a sound advice on optimal approaches given the rules. I highly recommend him to anyone who's looking to turn to professional help.

Prior to working with Ferber and Bouslog, my taxes were a mess! Thanks to Alec, I've been able to file my taxes with confidence and peace of mind, knowing that everything is being handled correctly. I highly recommend Alec to anyone who needs help with tax preparation or planning.

I have been a client of Jake's for years, and he has always done an excellent job. Jake is consistent as a tax expert and has handled my past complex tax issues with excellence. I highly recommend Jake and Ferber & Bouslog Co.

We used Ferber and Bouslog for our taxes this year and the process was so seem less and efficient. This was my first year filing as a small business owner so I needed guidance and Jake was so helpful and patient. Made everything stress free!

Alec has been a huge help with my tax planning and in filing my personal taxes. He is very knowledgeable as well as easy to work with and I recommend him to all my friends.

Jake Bouslog has been handling my families taxes for years. He?s always so efficient and quick to answer any questions we may have. Highly recommend Ferber & Bouslog!

I've worked with Alec for a few years now and he's always professional and able to explain details around complex tax situations. Working with Alec and having him handle my taxes definitely makes my life easier.

We have been with Alec for a number of years now. We really appreciate his thoroughness and willingness to work through scenarios for us as well as his patience to educate us along the way so we can make better decisions. Thanks Alec and team!!

Jake and his team are amazing. Their response time is much faster than other CPAs I've used in the past. Highly recommended!

Been with Alec for years, professional, knowledgeable and very quick replies for questions.

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.