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KNL & Company, CPA

KNL & Company, CPA

Reviews Summary

The reviews consistently highlight exceptional tax preparation services with a strong emphasis on expertise, efficiency, and professionalism. The preparers are praised for their meticulous attention to detail, prompt responsiveness, and ability to simplify complex tax matters. Clients appreciate the convenience of online tools, clear communication, and personalized guidance, often resulting in significant savings. Many reviewers express long-term satisfaction and recommend the services highly, noting thoroughness, affordability, and a client-focused approach. The overall sentiment is overwhelmingly positive, with repeated mentions of trustworthiness and reliability.

About This Listing

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Small Businesses
Freelancers
Individual Taxpayers
Complex Situations
Multi-state Experience
Remote Services
CPA License

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
Small Businesses
Freelancers
Individual Taxpayers
Complex Situations
Multi-state Experience
Remote Services
CPA License

Contact Information

Address

2037 Rosswood Dr

San Jose, California 95124

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 10AM-9:30PM
Tuesday 10AM-9:30PM
Wednesday 10AM-9:30PM
Thursday 10AM-9:30PM
Friday 10AM-9:30PM
Saturday 10AM-9:30PM

Customer Reviews

Jessica has been preparing my taxes for a couple years now. I am always amazed how promptly she completes my return. Most times in a days turnover from getting my statements! She is flexible in how you want to work with her whether it be in person or entirely virtual. She is very responsive to my texts or emails and addresses whatever questions you may have. And best yet her fees are fair and reasonable. In short, she is a pleasure to do business with!

Quality Work! I've had my taxes done for a number of years by KNL. Jessica is thorough and takes the time to make sure you understand and agree on the numbers. My taxes are done in a timely manner without sacrificing quality. Jessica always does a great job!

I have been with KNL & Company, CPA for 2 years and my experience has been excellent. Jessica is detail- oriented and takes time to explain everything thoroughly, ensuring that all my questions are answered to my satisfaction. I highly recommend her to anyone in need of tax preparation services.

We have used Jessica for the last two years to file our taxes. The experience was very smooth to upload all required forms and to review in progress return. Jessica was very prompt in responding to our queries to clarify questions we had regarding our taxes. I would recommend Jessica for your tax filing needs. Update :- We used Jessica to file our 2024 taxes and our experience was again very smooth this year. She was very prompt in responding to our queries and did a great job with our taxes. Highly recomm

Jessica was very friendly, thorough and took the time to answer my questions and explain my tax returns. I highly recommend her.

This is my 2nd year to KNL for my taxes - we met in person. Thorough and concise - she summarized cross-reference from our tax records to what she was reporting - this enabled me to understand her accurate work.

Khanh prepared a tax return for my husband and myself. She was very quick and efficient. Communication was great, and Khanh had some helpful tax-saving tips. Thank you, Khanh!

I have used Jessica for my tax preparation needs for the past 3 years. What I appreciate most about Jessica?s service is her attention to detail and her commitment to ensuring I could maximize my refunds. Her professionalism, expertise and genuine care for her clients? best interests set her apart in her field. I will undoubtedly be returning to her for my future tax needs.

Jessica has prepared our taxes for several years and has demonstrated tremendous competence and knowledge. She goes above and beyond to be helpful to her clients. We wholeheartedly recommend her firm.

Best tax filing experience! I have used KNL service for 2 years now. Jessica is very quick and responsive. After I uploaded my documents, it just took her one day to get the tax return ready. She also reminded me of the documents I might have missed. She answered all my questions about the numbers in the tax return in details. The online portal makes it very convenient. I definitely recommend KNL tax filing service.

I've been using Jessica ( KNL ) for the last 3 years to do my personal Taxes. Went with her because she was local. She has done an excellent job, very competent and fast to respond on any questions and completion of Taxes. Highly recomend her to anyone in need of a Tax professional

I've been doing my taxes with KNL for the past 3 years. Service is prompt. Jessica makes the work on my end straightforward and easy. She's also easy to schedule and discuss with for any issues.

Filing my 2023 taxes with Jessica was quick and easy. Her web portal and accompanying app make uploading documents and chatting with her very easy. She is responsive to my questions, gets things done quickly and efficiently, and is patient when explaining things. I would recommend Jessica for your tax filing needs

We've been getting help from. Jessica for the past three years tax filing. We're very impressed by her fast turnaround times and also her attention to details. She also explains the complex tax questions in a way that's easy to understand. We'll definitely come to Jessica again for our future needs.

I had the pleasure of working with Khanh for my tax preparation, and it was an exceptional experience. From the outset, they demonstrated expertise, professionalism, and dedication, guiding me through the complexities of tax laws with ease. Their meticulous attention to detail resulted in significant savings while ensuring full compliance. They maintained open communication, addressing all my concerns promptly and providing valuable advice. Their personalized approach and commitment to client satisfaction s

Jessica is very professional and dedicated to her clients. She explained things really well and has a great system that was able to break down the planning process step by step that made it so easy to follow and comprehend. I couldn't be happier with this CPA. If you want your CPA to be knowledgeable, hard working and prepared, Jessica is the CPA for you.

Jessica is very knowledgeable and methodical in her tax preparations. She uses good online tools to ease the process of uploading files and communicating with her. Timely and affordable tax preparation with excellent communications are her top traits. Will continue to use her services.

Jessica is an excellent CPA. I began a beginner solo S-corp owner and she has helped educate me along the way. She is accessible, reliable and detail-oriented. Everything you would want your CPA to be! I highly recommend KNL & Co for your small business accounting needs!

Jessica just finished my tax. My tax this year is quite complex. I found her through neighborhood reference. She is a knowledgeable CPA. I like that she is very patient and very responsive. She answers my questions promptly. Making appointment and providing documents with her are also very easy. Definitely recommend her if you are looking for a good CPA.

I have very good experience with Jessica to file our IRS. she is very sincerly file our IRS last 5 years. she is very respectful and try to give her best.I think she is very good for filing IRS good follow up and quick respose.She explain every things about your IRS.

I have been working with KNL & company CPA for the last 3 years. I?m very pleased with how thorough Jessica is and the way she explains everything in detail for me. I have recommended them to my own family. I highly recommend them. Nancy Dian

Jessica is very respectful and helpful. She is patient and will break down every information to the best of your knowledge. This is the best place to do your taxes very friendly and very nice. If you have any problem you can go back and she will be happy to help you. Strongly recommend to everyone. Excellent service!

Jessica was responsive and efficient with my personal income taxes. Excellent communication. Web portal was very helpful with documents.

we just finished our tax prepared and filed by Jessica.last three years she prepared my tax. She is very knowledgeable about tax. She has taken her time and very puntual and before submitted our tax filing. She asked lots of questions to make sure we cover everythings so we don't miss anything. Overall, we are very happy with Jessica and i will recomand my friends too.

Jessica very precise and efficient with my tax filing. She does everything On Line which is very convenient. You upload all your tax documents and she processes within an hour or so. ??

Jessica was such a great find! She?s very efficient, knowledgeable and her tax preparation fee was a fraction of what I?ve been paying my former CPA.

Jessica was able to take my complicated multi-state tax situation and straighten it out, so I can get my taxes filed. She gave me pease of mind that my taxes were done right.

Did my corporate, self employed & personal income taxes. Jessica Khan is highly professional & knowledgeable on tax & accounting. Recommended to my friends & family, and will do business with them from now on.

Jessica worked very hard to file my personal taxes which were very complicated and gave me a great rate and very prompt completion of the job. Couldn?t be happier with her!

Jessica is very knowledgeable about the work she does for her clients. She responds in a timely manner and takes the time to go over the options you have, as well as giving clear explanations about certain situations.

I filed tax with KNL&Company, CPA since 3 years. Khanh responses quickly. Tax document is done in 2 days after submitting documents. It's very convenience of file tax online.

The staff at KNL & Company is very helpful and professional. They were able to assist with filing my taxes in a timely manner. Highly recommend as a CPA.

Fantastic experience with this company! Beyond helpful when I had questions or needed advice on what I would need to provide to ensure I had everything ready for my taxes. The office was extremely accommodating and efficient and would recommend for anyone who needs help in preparing for tax season!

We had a great experience working with Khanh. She was knowledgeable and answered all my questions in details. I highly recommend Khanh to anyone who is looking for a CPA.

KNL& CO is very fair, efficient, thorough and professional. I will definitely refer KNL & CO to my friends and associates for their accounting and tax needs.

Highly impressed with Khanh Le for handling my 2023 taxes. Their expertise, professionalism, and attention to detail made the process seamless. Would highly recommend.

Jessica is very professional, responsive, and detail-oriented. I highly recommend her services.

Excellent tax preparation for both personal and business. Easy to work with, professional, and timely. Highly recommend

Jessica is amazing! Super fast and accurate. KP

Jessica was phenomenal!

They are very knowledgeable and thorough with the tax filing.

Fast, responsible, and clear communications! I had a very good experience.

A very responsive, knowledgeable and professional CPA.

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.