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NorCal Business & Tax Services, Inc

NorCal Business & Tax Services, Inc

Reviews Summary

The consensus is overwhelmingly positive, with most reviewers praising the professionalism, expertise, and year-round availability of the tax service. Many highlight the ability to resolve complex issues, provide clear explanations, and offer personalized advice. Several mention long-term trust, with some using the service for over a decade. Reviewers appreciate the thoroughness, promptness, and additional insights provided, especially for business taxes. A few note exceptional customer service, treating clients like family. However, one negative review cites unresponsiveness and failure to file taxes on time. Overall, the service is highly recommended for its reliability, knowledge, and supportive approach.

About This Listing

Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
QuickBooks

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

Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
QuickBooks

Contact Information

Address

16055 Caputo Dr STE F

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

Lucky for me Linda has been preparing my taxes for well over 10+ years. Like many, I procrastinate until the last moment and send her everything at the last minute. Linda pulls it out somehow and ensures that I file on time. Last year in fact she reminded me that I had failed to send her my information. Transactions are handled professionally with proper information on how to file, where to sign and how unfortunately to pay. I don't consider Linda my tax accountant...more like a close friend who is there fo

NorCal Business & Tax Services is fantastic! If you are looking for a company to handle your taxes look no further. The company's owner Linda Hyer is an expert at her craft. She makes the all to often stressful process of filing your taxes seem like a walk in the park. The whole process is smooth and worry free. For the past 10 years we have had NorCal handle our personal and business taxes and will continue to do so as this company is solid. Each year they are thorough and consistent, allowing us to easily

Over the years, I've had situations that could have had long term affects on my filings with the IRS. Each time, Linda has been able to resolve the issues in terms I could easily understand and then recommend the best course of action for me to take. Even though the tax season ends April 15th, Linda has always been available to me year round whenever I needed her. She remains informed about any tax law changes and her fees are competitive. Over the years, she has become a member of the family and even m

I've worked with Nor Cal Tax Services for my business and personal tax returns for several years and would very strongly recommend their services. They are prompt, thorough, experienced and all around great to work with. In addition to taking care of my returns, Andrew provided me with a variety of additional reports that gave me a better understanding of my business. This type of service is truly above and beyond & something I haven't seen from any tax preparer I've worked with in the past. I recently

NorCal Business & Tax Services is amazing and has been our go to tax service for nearly a decade. My husband and I have started several businesses in that time period and we had many questions along the way. Fortunately we have had Linda and her son Andrew on our side the entire time. They have helped us sort through reciepts and find write-offs, they've answered our questions in a timely manner, and have taken the fear and guess work out of doing our taxes. I highly recommend NorCal Business & Tax Servic

Linda has been so helpful with our taxes. Between rental properties and the start of a new business Linda has walked us through and answered all our questions ensuring everything is done properly and to what is most beneficial for us. We have appreciated her help over the last couple years.

Linda has been doing my corporate as well as personal taxes for several years. We always feel comfortable in the advise she gives us not only at the dreaded tax time but also throughout the year. I have sent many clients her way and they are happy with her as well.

NorCal Business and Tax Service is the best experience I have had in Tax Preparation in years. LInda is thorough, dedicated, punctual and diligent, her attention to detail makes the process seamless. My only fear is that someday she may retire! I highly recommend NorCAl Business & Tax Services, Inc.

Linda Hyer of NorCal Business & Tax Services has prepared my taxes for 20 years with accurate and dependable service with very fair cost. She is always helpful with quick answers to my tax questions throughout the year. Highly recommended.

I was very lucky to find Linda many years ago. I had met with many different accountants and Linda put me at ease immediately and handled my taxes with expert professionalism and excellent service. I have since referred many friends who share my experience and think as highly of her as I do. If you need an expert accountant...look no further!

I met Linda recently for assistance of filing our partnership return. It was our first time filing this kind of return and I was feeling overwhelmed. Linda was kind in her feedback.

NorCal Business & Tax Service is outstanding! They provide great service, great communication! If you are looking for a place to file taxes I would strongly recommended them.

I made appointment April ,2022 I DROPPED off my TAX papers... They have not returned any phone calls They have not filed my taxes According to the notice I received from IRS. now JUNE 19 ,2022.. PH IS FULL.. STILL NO RESPONSE FROM NOR CAL.

Linda is the best tax prepare I have ever used. She is helpful and answers any questions I may have with professionalism I would and have recommended her to all my friends family and co workers ?

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.