Golden Trust

Golden Trust

Reviews Summary

The majority of reviews are overwhelmingly positive, with frequent praise for professionalism, expertise, and excellent customer service. Many highlight long-term satisfaction, noting thorough explanations, attention to detail, and helpfulness with taxes, IRAs, and insurance. A few mention rising fees, but most emphasize trust, reliability, and strong recommendations. The negative review cites unprofessionalism and delays, but this is an outlier among the consistently high ratings. Staff are described as friendly, knowledgeable, and patient, with particular appreciation for their ability to simplify complex financial matters. Repeat customers are common, often spanning years or decades.

About This Listing

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.*

Contact Information

Address

2690 S White Rd #60

San Jose, California 95148

Hours

Sunday Closed
Monday 9:30AM-6PM
Tuesday 9:30AM-6PM
Wednesday 9:30AM-6PM
Thursday 9:30AM-6PM
Friday 9:30AM-6PM
Saturday Closed

Customer Reviews

Jasmine at Golden Trust is absolutely fantastic when it comes to handling our tax preparation needs. I cannot recommend her highly enough! Top-notch service and expertise - truly a standout professional in her field.

I have been doing my taxes with this office since 2012. I love their service and they explain everything before filing. Jasmine has been a great addition to their office and she is wonderful. I definitely recommend them over any other.

I heard about Jasmine on Vietnamese radio 4 years ago and came to her for help with health & Iife insurance and tax services. I am very satisfied with her service. Jasmine is very attentive with my needs and very patient to resolve any issues or questions I have related to insurance and tax. Whenever I call Golden Trust office I don?t have to wait and always get an appointment right away. I definitely think you should give them a try. People who work her are very experienced, professional and friendly.

Another year of taxes, another great visit to the Golden Trust Team. Jasmine assisted me once again with a very supportive, detailed and fun visit. I was able to make my appointment over the phone and received a complimentary phone call and text message reminder which is always helpful. The Golden Trust team is top notch with their service, and even better human beings .will continue to come here for years to come !

Went here for the first time to do my taxes in 2018. I'm so happy I had to come on to share my experience. I initially thought all tax-preparers are the same. I was wrong. Jasmine is very thorough and her attention to detail actually makes a difference. i will be having her review my old returns and will come back to explore other products she offers. Highly recommend Jasmine to help you.

This is my first year doing tax at Golden Trust. All the people who work here are friendly and helpful. I'm very satisfied with the service and especially thanks to Jasmine Kieu Hanh. Jasmine is very attentive with my need and answered clearly and detailed. I definitely will come back next year.

I have been filed tax at Golden Trust for 4 years and all my family come here to do tax too. Golden Trust service is very good and all my questions relating to tax, ira, 401k and life insurance , always being answered in detail. I will sure come back next year for their outstanding customer service.

I run a small coaching practice and have been seeing Jasmine of GT for tax related consultation and to have my taxes filed since 2015. Jasmine is a true professional; she is knowledgeable, friendly, and exudes the most care for her clients. I feel I am well taken care of under Jasmine's council. Thanks Jasmine. I'll see you next year! :)

First time customer of Golden Trust via referral. They were very welcoming from the start and continued to keep in close communication throughout tax preparation efforts. I'm most impressed by their knowledgable, proactive, and exceptionally patient team. Thank you so much and we'll continue to enlist your services into the future!

Jasmine is super helpful! I had trouble with my taxes and she clarified all of it. If you are looking for some information about other programs (401k, life insurance, fixed annual annuity, etc) she is very informative! Will be coming back to her every year.

Thank you for all your help on our Tax Planning, IRA, Health Insurance,... We really appreciate your guidance, and the time you spent with us. The whole staff is great, we receive great value for the money we pay We will definitely return and we recommend highly to anyone else. We feel confident in recommending the services from Golden Trust

This is my first year doing tax at Golden Trust. All the people who work here are friendly, nice and very helpful. I am very satisfied with the service because all my questions about tax were answered clearly and detailed. I definitely will come back next year.

I didn't know about Golden Trust until earlier 2017. I got audit for my Tax Return back in 2014 because I filed the tax myself with TurboTax (missed information) and owe IRS over $4000. I asked around and no where could help me! Then I asked my uncle and he referred me to Golden Trust. I met Ms. Jasmine Nguyen :) she took her time, No Rush at all, spent every minute taking care of me and my file. I thought it would be denied, but a few months later, it came back with good news :) since then, I have come bac

We have been associating with Golden Trust for a very long period of time! The ladies are very professional, smart, friendly and helpful They have worked with us on over eight different 401K-IRA-TAX-HEALTH INSURANCE (AETNA) ?The best financial service team Mr. & Mrs. Nguy?n anh Cang

Jasmine did very excellent job on my first time individual tax. She is friendly, professional and knowledgeable. She answered all my questions patiently. Highly recommended!

It was our first time visiting the office this year and found that it was quite intrigued with the individual that has helped us. She is very knowledgeable about the materials she presented, and explained everything in details and throughly. Ms. Jasmine Hanh Nguyen is also very friendly and answered all of our questions. We'll definitely return next year so Ms. Jasmine can help with our 2018 tax filing.

Golden Trust has been doing my family taxes for years, and is always so patient with our questions. Definitely recommend coming here for tax season and other questions, Ngoc Thao is always reliable!

I came to the office for a few questions about my IRA account that I have not been follow-up it for awhile. It was a pleasure to meet-up with Kieu Hanh to go over the questions that I had. Kieu Hanh is sweet and pleasant to talk to. She is knowledgeable, take time to explained everything in details and helpful to assist me with my needs. I have been with this company more than 11 years and is happy with their services. This is a trustworthy company to work with. I would highly recommend this company

I have been doing tax here over 8 years. I?m very happy with the services. I trust them for all my financial needs from TAX to open IRA. I also rollover my 401k and very pleased with the return each year. Thank you Ng?c Th?o and Kieu H?nh for your help.

I have been doing TAX at Golden Trust for over 10 yrs. They also helped me open IRA account to help me invest for my retirement. Im very happy that Ngoc Thao help me manage my retirement account all these years. Everyone in Golden Trust is very professional. I highly recommend this place, and I will continue to come here for all my financial needs.

I do my taxes here every year. I?m always a last minute person and they?re super busy during tax season but Jasmine always come through for me to get my taxes done on time. Great customer service beacuse they go the extra mile.

I do not recommencement for anyone come back to their business. They are so lier and not professional at all. My business with this office with Thao Ngoc Tran for Tax prepared 2018. She prepared tax for me on 03/25/19. On 03/26/19 , I called and left the message to confirm she send my tax refund to IRS via the electronic. I got a confirm to her office. A week later, I checked with the IRS website, they did not receive my tax refund yet.... I called back to Thao and she said she was busy to prepare tax

I?ve been filing my taxes here for about 7 years now and I highly recommend this place for everyone. Everyone that works here is very professional and educated. If you need to get your taxes done or any kind of investment you won?t regret coming here. I am always very satisfied with the customer service!

I have done my taxes with them for many years. They always have time for me and answer all of my questions. I have had some complicated tax situations and it is never a problem for them to handle. Highly recommended.

Thank you so much for helping our families about Obamacare. Jasmine Hanh Nguyen is very nice and profestional. She's ready to answer any questions which I may have. Thanks a lot Jasmine.

I am the 12th years customer of Golden Trust. To be honest Ngoc Thao is the best tax preparer for my case. Really happy with the service and the care from Ngoc Thao. I'd recommend to family and others , five star!!!

Jasmine Nguyen, one of the tax preparers there, was very professional and helpful in answering all my questions related to my tax return. She was also knowledgeable in other financial areas.

Jasmine is very professional. She explained, went over and got approved exactly what I wanted. She answered all my questions and concerns. Many thanks Jasmine!

This place is awful. There is a lady name Ngoc rachel, she keeps on pushing me to give her the deal for 401k roll over and also asking my bank statement and Persuade me to have retirement plan with her. Guys be careful with her..she is an awful witch. She used trick others to get money and open this company!!!

I been coming here for 5 years now and there is no one else I would recommend to do my tax. Thao is awesome!! Recommended to all my friends and a few have been going to her already.

Jasmine is always a great help. Ready to answer any questions I may have. She always explains things in a simple manner.

My mother Van and I love Kieu Hanh, she does a great job on our family?s taxes and saves us a lot of money

The service is awesome and trustworthy! I've been going there for 10+ years, and have had excellent service. I highly recommend this place if you need any tax services or investment.

Thao was very thorough in explaining my tax situation and potential deductions. She spent a lot of time with me and it was very educational!

I?ve been going to Golden Trust for about 7 years now. Great place to do taxes & open up IRA. Highly recommended!

Always great experience doing my tax here, three years in a row and the quality of customer service never change, strongly recommend !!!

Thank you for your planning on our tax, IRA, Health Insurance... We highly recommend for the best services

Very great service! Everyone who works here is nice, kind, and trustworthy. Best wishes to Golden Trust!!

Thank you so much for helping our families about 401K and Medicare. Very excellent services.

I have been there for the past 6 years for my taxes. The service is getting better and the fee is getting higher.

The lovely staff here is thorough, thoughtful, and most importantly, kind. A great place for taxes!

Very nice people to work with, they've been helping and answer lots of my questions for the last 3 years ... thanks you!!!

Best finacial office in town , heplfull service , the office we trust !

They are wasting my time not keep appoinment. Bad nerver go there.not recommend.

Nice place! Do my taxes every year here

Very Good and helpful

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.