*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
175 Bernal Rd #240
San Jose, California 95119
I needed a tax firm to do my taxes in the last couple of years due to some complications and this would have needed thorough research. I found S and S tax and had Joe helping me. Leaving no stone unturned S and S tax brought me out of a situation that was bleak and dark and seemed like a point of no return. I have no words to describe my gratitude and relief for hiring this tax firm. They are honest, very knowledgeable about the recent tax laws and are kind courteous. I am really glad I have you as my tax
$500 (yup, you heard correctly? these ppl are rip off) to do basic taxes that my husband or I could have done online for FREE! We were under the impression that hiring a CPA could potentially be smart and that they might be able to figure out a way to lower our taxes and find some sort of tax relief for us, but they put in ZERO effort to help with any sort of options for us. They just do basis taxes? we asked if they could atleast help us set up a payment plan online and they responded by saying that ?we co
We have used this firm for over ten years and had nothing but excellent Service. Joe, who took over after after Sal retired, has been helpful to us, retirees, accommodating us to make things easier. Very few problems and always prompt resolution of those without demur. My wife and I are completely satisfied with them. Dr Peter and Mrs Bonnie Ashurst
Everyone I have had contact with at S&S is friendly and professional. The service is second to none!
Our experience with S&S Tax Service has been excellent. We know we're just one of many clients they help but they always make us feel like we're their sole focus whenever we're there. They've helped us complete and file our taxes for many years now and we've always been satisfied with their product.
This is my go to place for the last 18 years for my taxes. I have been working with Joe, he has always been professional, trustworthy and very helpful. Whenever, I need questions answered, he is always responsive. The S&S team has provided excellent service over the past 18 years. Very happy with their service. Thank you S&S Tax Service!
We have been using S & S Tax Service for more than 5 years. They have helped with both our personal taxes and Trust taxes. They are very professional, prompt, thorough, and offer reliable guidance. I would highly recommend their firm to anyone.
I have been using S&S for over 25 years for bookkeeping and tax preparation as well as preparing internal company financials for 4 different companies. They are awesome, organized, patient, professional and experts. I would highly recommend their services and have appreciated their accuracy and thoroughness.
Never will use any other tax company. Still the best after all these years,4/24/2021, Nancy Rocks! she knows her STUFF used S&S Tax service since 2003, California, Arizona, and now considering relocating to Florida, and we will still use them. Thanks Nancy My wife and I have been using S&S Tax service for 14 years we would never never use any other tax service. We never realized how bad H&R Block was until we were introduced to Sal and S&S Tax services. Honest as they come. Treats every one as family,
S & S has been handling our taxes for years. Sal and Nancy along with the rest of the staff are very professional and thorough. Even when we are late at getting all of our paperwork in. I would without hesitation recommend them for your tax needs. AAA+
Having my taxes done by S & S has been a friendly and relaxing experience. We were well treated by the intire staff. Happy to use them anytime recommend them highly.
We really love coming here to S&S Tax. We were refered from a friend at least 10 years ago and have never gone anywhere else!!! Plus both of our kids go there and also my In-laws. They are friendly and fast and extremely professional!!! We drive at least an hour to go here but it is totally worth the trip!!! Thank you Joe for all of your help with our family's taxes through the years!!
Fair, professionals in their field of work. Dependable and always on time. I been a client of S&S tax service for over twenty plus years and will stay the course as long as I have tax work to be done. I highly recommend this professional organization to small or large companies or individuals. Wally Q
Great business. Got a last minute appointment for tax return. Nancy was fantastic and explained everything for me in regard to breaking down each form.
Joe Salazar and his father Sal. are wonderful. Very professional and they answer/return calls promptly. Whenever we have questions we can count on them for the answer. We've been going to them for our taxes for over 20 years.
I always feel confident having my taxes done with S&S. I appreciated the pre-appt package they sent and they took the initiative to setup an appt this year based on previous year?s appts. Very professional and spot on - our appt was taken- in on time and they delivered what they promised when they promised. 5 star all the way.
S & S Tax Service has again this year professionally prepared our tax returns. They have always been willing to work to our schedule and have completed our returns accurately and on time. Thanks again to Sal and the rest of the gang.
I have been a S&S customer for the past 6 years. I was introduced to S&S from a friend of mine who has been using this service for a while. The office is managed by two employees who are very courteous and professional. Joe had giving me good tips on my taxes. Last December, I changed jobs and bought a house in the same period of time. As a consequence I needed to provide to my employer an updated version of my W4 allowances linked to the amount of money withdrawn from my paycheck. I never asked for any
Extremely disappointed with this company. Used them for several years and was initially happy overall. The service declined with Joe not returning phone calls or promises of services that were never done. The last straw was the direct debit of my bank account by IRS for two years in a row for the taxes of my ex husband. So unprofessional and not even a single apology was offered. Huge huge disappointment in the level of respect towards the customer.
This organization has been a valuable resource beyond just doing my taxes. As I moved from a Corporate profession into the small business arena Staff was there for guidance. I thank my lucky stars that a peer referred this group to me. You won't be disappointed.
Joe Salazar and his team are responsive, do a thorough and detailed job of tax preparation and assist with tax planning analysis. They have a great system to do your taxes remotely.
I have been a customer of S & S for years and their service has always been great. They have gone out of their way to acom?date my schedule and keep me informed of ever changing laws in order to plan for future years. I highly recommend the S & S team.
I have posted FIVE STARS because S&S Tax diligently represented me in an Audit with the IRS and helped me come out of a grueling process with results so spectacular, I had to pinch myself twice to believe it. Wonderful firm to work with and highly recommend!!!
Nancy has been wonderful and patient with us after we messed up our personal filings of previous years. She straightened us all out. Super grateful for her.
Very knowledgeable and great customer service. S&S have been my Tax Agent for over 10 yrs and I will continue to use their services
Sal took very good care of me. Very fast and efficient. Found money I would have lost. Thanks S&S Tax Service!!
I highly recommend S&S Tax Service because they are completely knowledgeable, therefore, I feel at ease knowing all aspect of the taxes that pretend to me are applied. Once you have them due your taxes you never want to go anywhere else.
S&S have been doing my taxes for years. They take the time to respond to my questions and always do an excellent job.
S&S Tax has been doing my taxes for over 10 years, they have great customer service, and explain everything well.
I've been using S & S Tax for years and always will! Sal and Joe have always been great to me and my family!!
Very helpful - I appreciate the organizer they send each year to help me gather what's needed - and meeting with my tax advisor (whether by phone or in person).
Nancy provides an excellent service: efficient, knowledgeable and great value. Highly recommended!
They are helpful, kind, always answers my questions. They are very professional, keep updated on tax laws, get the job done. I love them.
Pricing, good. Work, thorough. Communication with customer, poor. Email communications are confusing and incomplete. Requests for online signatures are confusing and incomplete. Online copies of filings have to be repeatedly requested.
Have been doing my taxes here for 25+ years, wouldn?t think of going elsewhere, they take great care of me. Miss Sal though.
We have been going to S & S Tax services for years. They are very friendly and knowledgeable.
Very professional, my favorite person is Tencha! Go to her, always willing to go above and beyond for her clients. A very remarkable, intelligent womyn!
I was pleasantly surprised by this tax service. Everything was done correctly and with the upmost professional service. I would definitely suggest this service to anyone
S & S is professional, competent and efficient. Best move going to them. No regrets.
Very Knowledgeable and easy to get a hold of. I really love the services that are provided and the way they are broken down so it is easy to understand
Nancy is the BEST!!! Local fast and friendly service is always the best way to go!!!
Sal and the team are wonderful. Wouldn't go anywhere else.
very helpful great group really feel they do a good job
Excellent service and results! Reasonably priced. Enthusiastically recommended.
Awesome please to do your taxes, caring people.
Super helpful and meticulous.
Best tax services bar none!!
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.