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Promex Tax Service

Promex Tax Service

Reviews Summary

The majority of reviews are highly positive (5-star), praising excellent service, professionalism, and family-like atmosphere, especially for tax and notary services. Many highlight long-term trust, Spanish-speaking staff, and thorough explanations. Negative reviews (1-star) cite poor service, discrimination, and dissatisfaction with tax work, but these are significantly outnumbered. Common themes include efficiency, honesty, and strong community service, with parking mentioned as a minor drawback.

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

3349 McKee Rd

San Jose, California 95127

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 10AM-6PM
Tuesday 10AM-6PM
Wednesday 10AM-6PM
Thursday 10AM-6PM
Friday 10AM-6PM
Saturday Closed

Customer Reviews

I had a great experience at Cost U Less Insurance thanks to Elizabeth Medina! She was super helpful, took her time explaining everything clearly, and worked hard to get us the best price possible. She really helped lower our car insurance rate and made the whole process smooth and stress-free. Highly recommend asking for Elizabeth if you're looking for a good deal and excellent service!

My family and I have been faithfully coming to do our taxes here at Promex Tax Service for over 20 years. We always have the pleasure of doing our taxes with Lupita, she's our favorite tax lady, we are always greeted with a beautiful smile and it feels like family there. Everyone there is great too! We always have such a great experience, any questions we have are always answered and explained thoroughly. I recommend Promex Tax Service the are truly the best!!!

Great family owned business! We have been doing taxes her since their dad Mario the original tax preparer was here. Their fast, honest and fair priced. I don't speak Spanish and have had no problems whatsoever!

They're the best from bay area of the "Silicon Valley" in which is in San Jose California. ?? "This is a family own business" ?? They all speak Spanish and Service the Latin community. ?? That does professional real state as well professional taxes. Professional in Solving any problems that you might have with the "IRS" ?? Also they do public notary, power of attorney, and do certify letters for minors such children from the family when traveling outside of the United states with the stamp of the Us Seal fr

I've been doing my taxes here for the last 8yrs with Lupita. She is very thorough and takes her time to explain everything to me. I recommend her to everbody that asks about tax services.

I second that other review!!! This place is a rip off, corrupt and they are discriminatory. If you "no abla espanyola" don't bother coming here! They lack customer service and really screwed up and they don't take responsibility!!

I love coming here, very friendly and professional. Love the efficiency! In and out.! Highly recommended.

Great family, Don Mario. Qepd. Anthony!!!

Very efficient and not over priced!!

This place is a rip off, corrupt and discriminatory.

(Translated by Google) Very bad service. I don't recommend it. They did a poor job with my taxes. I called and they didn't give me any help. Bad service. (Original) Muy mal servicio no lo recomiendo, hicieron mal trabajo con mis taxes y llamo y no me resuelven. Mal servicio

(Translated by Google) This is a good place to do your taxes, they can help you on everything. This is a good place to do your taxes (Original) This is a good place to do your taxes, they can help you on everything. Este es un buen lugar donde hacer sus impuestos

(Translated by Google) We've been doing taxes with Antony Andrade for 5 years and we've never had any problems... the only thing is that they don't have many parking spaces... but it doesn't matter, it's worth coming back. ?? (Original) Tenemos 5 a?os haciendo taxes con Antony andrade y nunca hemos tenido ningun problema ..lo unico es que no tienen muchos lugares para estacionarce...pero no importa vale la Pena regresar..??

(Translated by Google) Very good family service and honesty and respect, I have never had a problem when I take taxis with them, and also with the notarized papers. Personally, I would recommend them to everyone. (Original) Muy buena atenci?n familia y honestidad y respeto, jam?s e tenido un problema cuando hago los taxis con ellos, y tambi?n en los papeles notariados. En lo personal se los recomendar?a a toda la gente

(Translated by Google) Very good service and very honest, I recommend it (Original) Muy buen seevicio y mucha honestida lo recomiendo

(Translated by Google) Andrade & ASS...The best The best of the best (Original) Andrade & ASS...Lomejor Lomejor d lo mejor

(Translated by Google) Excellent service ?? (Original) Un servicio excelente ??

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.