JP Financial & Tax Services

Reviews Summary

The consensus is overwhelmingly positive, with most reviewers praising the professional, efficient, and knowledgeable service. Staff are frequently described as patient, helpful, and responsive, particularly for multilingual support (Vietnamese, Chinese). Many highlight quick turnaround times, clear explanations, and trustworthiness, leading to repeat business and referrals. A single negative review cites disorganization and unprofessionalism, but this is an outlier among the high ratings. Customers appreciate the reasonable fees and stress-free experience, making it a top choice for tax services in the Bay Area.

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

500 E Calaveras Blvd Suite 246

Milpitas, California 95035

Phone

+1 408-941-0363

Visit Website Call Now Get Directions

Hours

Sunday Closed

Monday 9:30AM-5:30PM

Tuesday 9:30AM-5:30PM

Wednesday 9:30AM-5:30PM

Thursday 9:30AM-5:30PM

Friday Closed

Saturday Closed

Customer Reviews

I had a great experience working with a Vietnamese lady on my personal tax return. She?s incredibly nice, professional, and easy to talk to. What really stood out was her solid knowledge-she was able to answer every question I had with clarity and confidence. I felt fully informed and reassured throughout the entire process. She made what?s usually a stressful task feel smooth and manageable. Highly recommend her for anyone looking for a trustworthy and knowledgeable tax help!

The service was exceptionally attentive, and every detail was handled with great care. It was a truly outstanding experience from start to finish. I highly recommend it and will definitely be coming back. A well-deserved 5-star review on Google!

I?ve been filing my taxes here for a few years and always had a great experience. Super reliable, helpful, and easy to work with. Highly recommend!

I live in Missouri state, and they have been helping me file my taxes for five years. They are efficient, professional, and have a great attitude! I love their tax services

The tax filing service is fast and professional. I received my tax refund quickly. Thank you for your help! I highly recommend everyone to file taxes with JP

Have been using their tax services for several years. Quick, fairly priced, and highly professional support. Helped me optimize my tax returns and save significantly.

Great tax service with Vietnamese speaking lady. She is very knowledgeable and responsive to all my questions and concerns. Highly recommended.

I?ve been filing taxes with JP for several years. They are very professional, patient, and service fee is very reasonable! Highly recommended?

I have been done tax in this place for over 5 years . Good and faster service especially Vietnamese speaking. Will recommend my friends to come here.

Thi is helpful and efficient in filing tax for my family. Highly recommend their services!

Tera provided quick and professional tax services! Always answer our inquiries and questions on time with satisfactory, highly recommended!

I?ve been a client of JP financials for years now. I trust them and their service is excellent.

I have been using JP Financial Tax service for many years. Excellent Service!!!

Very recommend Erica, she?s very patient and helpful, will come back again and refer all my friends!!

I would highly recommend this place, Erica is so helpful explained every detailed with me and made it so smoothly, they are very fast

It?s a nice and professional place to do your tax. The staffs are very patient and professional.

I give 5 stars because I filed with them 2 years in a row, I want to give a big thanks to Erica because she is always so helpful and takes her time to answer any questions you have with no rush. Definitely will be coming back again when it?s tax season

They alway provide a good tax service in Bay, and they dedicated a group to support each case this year. My case is more complicated in 2023, and the assistant is very patient and helpful as usual. I recommended them to lots of my friends in the last two years.

Did my taxes here and they finished in a quick and efficient manner, in less than an hour. The tax preparer who helped me, Erica, was very nice as well.

Super professional and helpful, Erica was great and explained me each and every detail about my W2 and helped me get the most money. Will continue to do business with them.

Quick and prompt response to my questions via phone and email. Convenient to schedule an appointment with them. Darren did my taxes - efficient and without much wait time.

Weizhen is extremely patient and really knowledge for what she's doing for customers. I would strongly ppl go find her if you can for any tax return work or rework.

Tera is very professional and very patience! Thank you!

They've been doing my tax for about 4 years. The service is good, quick and easy. Erica is very nice.

Great place if your Chinese and don?t know English that well

Thank you JP financials for your excellent service!

Highly recommend the professional services they offer

My third year here, I would recommend my friends who wanna professional tax service in bay area

I had a plethora of tax documents to file and they finished within an hour. I went out for lunch, came back and my taxes were finished

Very professional and patient! And many questions that do not belong to their service scope will also help answer within a certain range!

Have been worked with them in the last few years. They're patient and responsive.

Simple and easy to file tax

Quick response. Will answer all questions. You can also file itin.

Great services, they are very efficient.

Quick and easy, was the right choice for my needs.

Good and fast services

(Translated by Google) This is a very unprofessional and unreliable firm. They are always careless and disorganized, and they completely lack integrity in both their communication and actions. Their level of professionalism is extremely poor. I submitted four W-2 forms and one 1095-A form to them all at once, but the first time they only filed two of the W-2s. I was the one who discovered the mistake, and when I asked them to add the remaining documents, they tried to charge me an additional service fee. A

(Translated by Google) I have been doing tax filing at JP for these years. I particularly like Erica. She is very enthusiastic, enthusiastic and professional. She explains to me tax filing issues that I don?t understand and gives me a lot of help with tax filing. Erica is highly recommended! (Original) ????????JP???????Erica???? ?? ????????????????????????????Erica?????

(Translated by Google) I file my taxes here every year. Darren and other staff are very enthusiastic and nice, and they are very professional and fast. Come again in the future. I wish the boss will become bigger and bigger. (Original) ????????Darren?????????????????????????????????????????????

(Translated by Google) Most of the good reviews are fake. The CPA is very unprofessional. The answers to all the questions are wrong. Waste of time and money (Original) ???????? cpa????? ????????? ??????

(Translated by Google) The service is ok and the charges are ok too! Before this, I went to a store not far away to inquire, and the price offered was hard for me, a low-level person, to accept. (Original) ??ok?????ok???????????????????????????????

(Translated by Google) Accountant Wang is serious and responsible! The people are also very nice! Every time I encounter a problem, I will explain it patiently! Also helped me make multiple phone calls to the IRS to resolve the issue. This is the best accounting firm in the Bay Area! (Original) ????????????nice????????????????????????????????????????????????

(Translated by Google) High efficiency, very good service attitude, very satisfied. I will come back to you next time to file my taxes. (Original) ??????????????????????

(Translated by Google) This accounting firm has been helping me with my taxes, which not only saves me money but also saves time. They will stand in the customer's position to pursue accurate and efficient solutions, and their service attitude always makes me feel that I am not their small customer! (Original) ??????????????????????????????????????????????????????????????????????

(Translated by Google) Accountant Wang has excellent professional knowledge and works in a planned and organized manner. Accountant Wang?s assistant is also very patient and enthusiastic! (Original) ??????????????????? ???????????????

(Translated by Google) The service is attentive and warm, the business is professional and the price is reasonable. Thank you very much ?? (Original) ??????????????????????????

(Translated by Google) Very good (Original) ???

(Translated by Google) Very good service and very patient (Original) ???? ????

(Translated by Google) Great, very responsible and professional work, (Original) ???????????????

(Translated by Google) Met a very good bonded (Original) ????????

(Translated by Google) Professional, fast and passionate (Original) ?? ?? ??

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.