Roundleaf San Jose

Roundleaf San Jose

Reviews Summary

Customers overwhelmingly praise the service for its knowledgeable, transparent, and supportive approach to debt resolution and credit repair. The team is consistently described as professional, responsive, and effective in negotiating settlements, providing clear guidance, and tailoring solutions to individual financial situations. Many highlight significant credit score improvements, stress reduction, and gratitude for flexible, judgment-free assistance. The structured programs are commended for delivering faster-than-expected results, with particular appreciation for detailed communication and ongoing support throughout the process.

About This Listing

Tax Planning
Budgeting
Financial Advisory

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

Tax Planning
Budgeting
Financial Advisory

Contact Information

Address

2055 Junction Ave Ste 115

San Jose, California 95131

Hours

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

Customer Reviews

Richard and his team are great! They have helped me tremendously with my credit repair journey. When I was younger I wasn't very educated on credit and the importance of making payments on time. Now that I'm older, it has definitely affected me. I am still in the process of reaching my credit goal. I am looking into possibly buying a home with my boyfriend next year. Thanks to Roundleaf, I am now able to feel confident about my credit. I started with Roundleaf in September 2019 and fast forward to now my cr

After my first consult with Richard, I was confident that working with Roundleaf was the right decision. He was crystal clear on the process and I put my trust in his system and thankful I did. Today I paid off my last credit card! Connor negotiated with my creditors like a champ as he would inform me throughout the entire process with the status of negotiations and when a creditor agreed on the settlement, he would email and text me right away with the good news. I'm thrilled to now begin the credit repair

I rarely write reviews, but I couldn't pass this opportunity up. After my divorce I was left with a large amount of credit card debt to pay off, part of which was the cost of my divorce. I was overwhelmed with trying to constantly move it around to new cards to keep the interest rates at 0% (or low), and I wasn't making any progress on paying it down. It felt like I was sinking into quicksand with no way out. Richard and his team at Roundleaf did a fantastic job of helping me handle the creditors, referring

I had the ?new year, new me? mindset, and was thinking about buying a home in the next few years. Although when I was younger, I wasn't the best with managing my money and I didn't understand credit too well. I found Roundleaf on Yelp and spoke with Richard in January. I was extremely uncomfortable even thinking about my credit history but Richard was super supportive, reassuring, and professional. He pulled my credit report and emailed it over to me so he could walk me through how to read it. I'm glad he

Let me start by saying 'Richard and his team are super awesome'. On the initial call - Richard listens to the situation without any judgement and tells openly if the issue can be resolved or not. Once he commits, you can be assured its been taken care of. Richard (and his team) provide timely updates and detailed explanation of what could be coming. This gives a clear idea what the actual issue is. During the phone calls with Richard (and team), I could sense the amount of incredible work that went through.

I used Roundleaf to help pay off my overwhelming Credit Card debt. I worked closely with Richard. I had a great experience and really appreciated how quickly he responded to any of my needs/concerns and questions. Especially during Covid when I wasn't working, Richard was able to be flexible and reasonable with so many unforeseen obstacles. I highly recommend Using their services!

A huge thank you to Richard and his team for helping me out. I had made financial mistakes while I was younger, and Richard was very direct/transparent while guiding me through making plans to iron everything out. It was nice to be able to work together to address my concerns, and I appreciate how open and flexible Roundleaf has been for me. There was a time period where I was very overwhelmed and confused in the process, and a tip I have would be to not hesitate in asking ask Roundleaf to slow things down

Thank you Richard and Sharon! I had debt on my credit report from when I was 18ish (I am now 30) that I foolishly ignored. Richard took the time to walk me through the process, answer all of my questions, and provide advice on other financial goals I had. Sharon was able to negotiate on my behalf and resolved my accounts in less than five months. My credit score has already improved and it has been only 30 days since the last case was resolved. Thank you again to you both.

I didn't have a large amount of debt however definitely enough to stress me out and kill my credit score. Working with Richard and his team was incredibly easy and they saved me hundreds of dollars. Within a month and a half I was debt free. Additionally, my credit score shot up about 80 points. I definitely would recommend their services to anybody that needs help with their debt relief.

Richard is honestly a transparent angel with a black belt in finance. He took a hopeless money draining battle with credit card debt and gave me options I have never even heard before from credit counselors. He saved me money and gave me a manageable plan that fit within my budget. He helped me go through every aspect of my finances and even helped me budget for not only life expenses and debt but also trips and other big purchases. Richard feels more like a friend to me and it makes sense because he puts

IT WORKS!!!!!!! RoundLeaf San Jose with Richard and all their client support team helped me erase credit card and loan debt I thought back in March 2019 was impossible. I had a total of over 7 accounts of debt each ranging from $2k to even a loan of $18k and RoundLeaf helped me CLEAR my debt at my own pace with their structured program .Today I was informed of how I cleared all my debt and I have never felt so free !!! Furthermore, I was able to finish round leafs program 6 months earlier than projected and

I'm super happy with the service I received at Roundleaf. They helped me to remove obsolete collection items from my credit report easily and helped me secure some good deals from old lenders to clean up my credit report. My score jumped up almost 50 points in about 3 months. I'm quite happy with the service and customer care of their business.

I was very impressed with Richard and the services available. I had been struggling with where to start on addressing debt and plotting a clear path forward. I trust Roundleaf's commitment and I'm excited about working together. Wish I had reached out sooner!

The staff, specifically Richard Hua, was knowledgeable, impeccable with his communication and listening skills, and addressed every concern that I expressed. He graciously walked me through the entire process and we reached an amicable outcome. Would highly recommend Roundleaf for the financial services they provide. Mahalo!

Cannot recommend Richard and his team enough. They are who you want to work with if you have problems with debt, and want an efficient and viable solution to address them.

It was a pleasure to work with Roundleaf. We had our credit destroyed during the recession, and lived with that for years until a friend told us about Roundleaf! We back in the 700's.

Richard was very helpful, guided me clearly and honestly, and was able to help me with a plan to get me out of debt. I recommend Richard for all financial advice.

Very knowledgeable and friendly with very solid advice and services. I highly recommend this company to anybody that is trying to get their finances under control!

Richard is very knowledgeable and helpful with finances and budgeting I highly recommend this service

I came in for my appt. Ans already got my report in less than 10 minutes and ready got me a solution

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.