*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.*
3080 Olcott St d127
Santa Clara, California 95054
I had an excellent experience with Sanjay Tax Pro for my tax preparation this year. From start to finish, the service was professional and thorough. They walked me through each step of the tax preparation process, making sure I understood what was needed and why. The level of care taken with my documents was outstanding. Everything was checked and double-checked to ensure accuracy, which gave me complete confidence in the final filing. The online portal was intuitive and easy to navigate. I could upload doc
I had an outstanding experience working with Sanjay. From start to finish, he demonstrated exceptional professionalism, thorough due diligence, and a deep understanding of the tax process. He patiently answered all of my queries?no matter how big or small?and always took the time to explain everything clearly. I truly appreciated his attention to detail and commitment to ensuring everything was done accurately and on time. I highly recommend his services to anyone looking for a knowledgeable and reliable CP
I have been filing tax returns with Sanjay Tax Pro since last 13 years. Sanjay and his team is extremely professional and precise in their work. The team has a great understanding of different scenarios on tax filing and provide right guidance as per individual case. Glad to say that I recommend Sanjay's services.
Trustworthy and reliable. Good Value for the time. If you are looking for a reliable trustworthy tax preparation, I recommend Sanjay Tax Pro. Fast and efficient processing of returns. I have been using Sanjay's service for last 2 years and am very satisfied with his professional and responsive team.
We filed our ITIN application and taxes through Sanjay Taxpro Inc this year. Sanjay is really knowledgable and the process was really efficient. We got our ITIN within 5 weeks. Sanjay is also willing to go back and forth and take the time to explain the tax return if you have any confusion. Thank you so much, Sanjay.
Extremely unprofessional experience. I paid this CPA $200 on March 16 expecting timely tax services, but received nothing of substance in return. No detailed tax estimates, barely any communication, and when I pressed for information, I got a random number tossed out with no explanation?then was told I'd need to pay $300 more for details that should?ve been included from the start. Because of this delay and lack of service, I had to scramble and file with another firm at the last minute?at a much higher co
I have been using Sanjay Tax Pro for many years now and they have been super efficient, knowledgable and very easy to work with. Highly recommended!
Sanjay does tax preparation most professionally. Also he makes sure there is no errors. He gives you all possible options to maximise tax savings
I called to inquire about the pricing for LLC taxation filing. Not only were they unwilling to provide any information over the phone, but they also insisted that I visit their website and fill out a form with all my personal details. This lack of direct communication and transparency is extremely frustrating and unprofessional. It feels like they prioritize collecting personal information over providing genuine customer service.
I had a disappointing experience with this office. After receiving numerous emails encouraging me to sign up for their consulting services for $200, I uploaded my documents, including three years of tax returns, to their portal. The scheduled call started 10 minutes late, and it became evident that the Sanjay was reviewing my tax returns for the first time during the call. His response to my questions was dismissive, stating, "You're a W-2 guy; it's black and white, we can't do much." It felt like he hadn'
I had a very disappointing experience with Sanjay TaxPro. After paying a $200 fee, the consultant missed first scheduled meetings without proper communication. When they finally showed up after sent multiple firm emails, they had not reviewed the documents I had uploaded or the questions I had submitted in advance. This lack of preparation and professionalism made the entire process feel like a complete waste of time and money. I expected a higher standard of service, especially considering the fee char
AVOID. AVOID. AVOID. I shall STRONGLY Recommend to avoid this firm!!!! Very Very Disappointing Experience with Lack of Respect for Time and POOR Quality of Service. I recently had an unsatisfactory experience that I feel compelled to share. Unfortunately, there were several areas where my expectations were not met. First, there was a noticeable lack of respect for my time. I was asked to call between 4-7 PM on a Saturday. When I called at 4:30 PM, I was told to call back at 5:30 PM. However, during that
Prompt in responding to tax questions. Sanjay Taxpro Inc offer all types of tax services. Longtime customer and satisfied with the services.
We had used Sanjay?s tax services for almost 3 year now. Sanjay is a highly knowledgeable CPA, a thorough professional and responds promptly to all the tax queries. For one of the years (I suspected that I overpaid for a tax return that was filed with a different CPA) where I had to file an amendment, he was on a call with me walking through the tax return and was able to locate the root cause within a few minutes. He then helped me with the amendment return and I was able to get a significant refund amount
Rude, unprofessional, have no etiquette how to talk, not willing to answer questions. He called me and said you submit documents, pay and then we'll discuss. He is not into understanding your questions and tax situation but just worried about Payment.
Sanjay Taxpro is a professional organization with a lot of tax expertise. Sanjay is a CPA with many years experience. I had my taxes done with him over 6 years. He is very knowledgeable, professional and courteous. Answers all questions in detail and on time. Makes sure all documents are submitted before preparing tax returns. Most importantly he is there to support you and answer questions if you get an inquiry regarding your tax returns. I recommend him for simple or more complex tax return needs.
I used Sanjay?s services for my tax needs and it is safe to say that he is one of the best tax professionals around in the Bay area. I had bad experiences with other tax accountants previously. I had to constantly run behind them, call them and request them to get my work done. Even then, they only did half of the work. But with Sanjay, all I had to do was follow the steps that he had emailed me and my tax filing was done. He also helped me solve some other issues that I had with my previous tax filings and
Updating my review to reduce to 1 star - would go lower, if I could. Sanjay used to be good, pre covid . But since he went remote, there is no way to contact anyone in their office. He outsources work to India (for a pittance)- while charging hefty amounts and they make mistakes. Responsiveness is zero and I guess because he now makes a lot of money, he is not really interested in working. Stay away! Don't use these services. I am taking my business elsewhere - so should you
This is my second year filing with Sanjay. The experience has been easy and stress free. The team is very responsive which reduces the anxiety during the busy tax season. The documents upload portal was easy and the with app now- it was even easier.
You can go to this place if you want to spend way too much $$$$$ and get your tax return filed without understanding anything about it whatsoever. The only person who understands or can answer is Sanjay. Rest of the team is appointed only for clerical work. Sanjay is too rude to answer/explain any question you have. Absolutely busy when answering calls (as if he files the taxes for free). He will legit make you feel stupid when you ask questions and talk in a condescending tone. Additionally, he filed th
Sanjay has been my tax advisor for more than 5 years and am very pleased with his and his team?s professionalism and knowledge. He handles my tax filings for both US (multi state) and international income, and I feel safe in the way he approaches it. Sanjay Taxpro is a highly professional team that strives to understand client needs. I highly recommend Sanjay Taxpro for any type of tax returns, simple or special. Full marks to the value of his services, which are very reasonably priced.
Quick, hassle free filing. Thank you Sanjay Tax pro team for filing my taxes even though I submitted it last minute.
It has been more than 8 years since I have been using Sanjay Taxpro for tax services. They are knowledgeable about lot of tricky scenarios, and also were very helpful for an audit I had to go through. We ended up not only winning but got more refund than what was originally being asked. Overall, very knowledgeable and a positive experience.
This is my fourth year that I used Sanjay Tax pro for my filings. I am not a great investor or a star on taxation issues, so I totally depend on them for my filings. So far my experience has been excellent; I got refunds on time and the process was simple (I also do not have any great investments or complex portfolios). I think they have a good team who know the needs of Indian Americans and the domestic issues back in India which have bearing on US taxation. I never got to talk to Sanjay in all these year
We have worked with Sanjay as tax advisor for one year and are very pleased with him and his team?s professionalism and knowledge. We feel safe on the way he approaches it. Sanjay Taxpro is a highly professional team that strives to understand client needs. We highly recommend Sanjay Taxpro for any type of tax returns, simple or special. Full marks to the value of his services, which are very reasonably priced.
Sanjay Taxpro firm has helped me with filing my taxes for 2022. I'm glad I hired someone this year rather than doing them myself. Of course, filing yourself is cheaper, but it's nice to have an expert that can answer all of your questions when you start having more complicated returns. I would definitely go through them again, but just note that they are extremely busy and so you have to exercise patience and make sure you review everything carefully.
I cant talk about where he got the positive reviews from but certainly, Sanjay is a worst CPA i have ever worked with. Very rude and arrogant staff with very limited knowledge. Only person that knows is Sanjay and he behaves as if he is nobel prize winner and talks lowly about you when you ask him for any questions. He charges you hefty amount , probably 5-8 times more then what you would pay any other CPA.
Filing tax return with Sanjay Taxpro Inc. has been a breeze for me for past six years! The staff there are highly professional, responsive and always make sure that I get the best return. Most importantly, as a customer, their top quality service has saved a lot of time for me. I would highly recommend anyone to avail their service.
Misleading communication, disrespectful and inaccurate filing . They didn't even intimate me after filing and when I asked for the status, their answer was something like ?don't disturb me . If you didn't hear from us , we filed your returns?.
I have been filing my Taxes with Sanjay Tax pro for more then 10 years. Their team is very professional and responsive. Sanjay and his team are very user friendly and very patient to listen to us. I highly recommend their service to anyone. Thank you Sanjay for all your help!
Sanjay tax pro have been filing my tax returns from many years and they are the most organized and process oriented firm and team. Unlike other tax professionals who will file for you but when there is an issue there is no record of the what calculations went it to the filing , Sanjay tax pro on the other hand document every detail and explain why they are choosing one option over other (for instance why this time they are choosing standard vs itemized or the other way) .
Very depressing experience. We did filing in 2022, they conveniently did not remind about required details from overseas income until I took initiative to ask. Delayed filing to the last minute and we didn't get the child tax credit amount until now! I had to write to IRS to claim the credit amount and still in progress. 2023 filing - efiling failed and this team does not even have expertise to figure out and correct it, instead asked me to do manual file! My Indian friends, please do not jump to this guy f
I have been coming to Sanjay Tax Pro for the past three years. The first time, I came to Sanjay few days before the deadline when a well known Tax Filing group pretty much was fighting with their software to complete my case. It was astounding to see the speed, thoroughness, and the professionalism of Sanjay Tax Pro that time. I have not even considered going back, and their team continues to provide same quality of service. Highly recommend to all of your tax filing needs
I had a terrible experience filing my tax returns with Sanjay. 1. They never pick up calls to discuss my case or answer questions 2. Did no due diligence on my tax returns. Basically they took my tax docs (W2, 1099s, etc.) and just punched them into some software 3. Missed some very basic deductions on my returns because they spent no time talking to me or understand my tax situation 4. Charged me close to $800 for filing my returns that I will now have to refile There are lot of other better options else
I have been taking help from Tax Pro Services for last 5 years. Everyone in Sanjay's team is very easy to work with. They are also very professional and responsive. With multiple trading accounts, foreign income, passive income, mortgage refinance, and multiple W2s, I don't have to worry about getting everything right while filing my tax returns. They have also helped me in saving money multiple times. Highly recommend them.
Sanjay is a true professional. Great communication all the way through for a tax process that, in many cases, isn't very straight forward. Only hoping he can offer more insight as I'd like to learn the how to better educate myself in terms of taxes and how to put my business in the best place possible regarding taxes. Thank you kindly
This is the third year I'm filing my Tax Returns with Sanjay Tax pro, very professional and friendly - Definitely recommended. I came to learn about Sanjay Tax pro from Bolly 92.3 FM. After reviewing many good reviews on Google I paid a walk in visit. They welcomed random walk in, Staff was friendly, Patient, highly knowledgeable in their domain and swift. They understood my specific case, help me understand my options, and also recommended what should I do. I look forward to being a client with Sanjay Tax
I have been using Sanjay Taxpro from past 8 years. Sanjay is one the talented and thorough tax professionals I have ever come across. He knows what he is doing and can definitely guide you in the right direction, whether it is personal or Business tax returns. He might not have a very professional staff, but these people work 24/7 during the tax season to cater the customer needs, which is commendable. I have never had any issues with appointments. I have always been able to meet with Sanjay with an appoin
I filed my taxes with Sanjay this year and it has been a positive experience. He has been offering remote services due to the pandemic and asked me to upload necessary documents on his portal. We then got on a call that lasted not more than 20 minutes where he completed filling the necessary tax forms and sent it over to me for my e-signature. The entire process was quick and smooth. I appreciate his responsiveness and would recommend his services to anyone.
I have been using the standard tax filing applications. This year there was some complexity, and I was not feeling confident of the results from the tax filing applications. I contacted Sanjay, and the outcome has been real good. He and his team were prompt in replying to my queries and guiding me to provide them the needed information. And it saved me some dollars. I would like to continue with Sanjay for my next returns.
I've been filing taxes with Sanjay since FY2020. They are one of the best CPA around. Highly knowledgeable on tax laws. Very good at creating optimal and accurate tax returns. I highly recommend SanjayTaxPro. An important tip to work with SanjayTaxPro better: Explicitly agree on the FULL fee upfront, and don't make any assumptions. Once agreed, don't try to bargain later. This is where most people had issues.
Excellent service, informative, precise and very price competitive! This was our 1st year using Sanjay tax pro and it's been a pleasure to work with. Sanjay and his team very patient as we had tons of questions. They made it very easy to file and it was painless and hassle free. Highly recommend Sanjay, will definitely use again.
I have been filing my taxes with Sanjay since 2014 and his team is very professional and supportive. For any complexity they advise for the most workable solution which makes the process much smooth. From my experience I would always recommend Sanjay Taxpro.
I am a new client for Sanjay Taxpro and have great experience with him in filing my tax returns. Not only taxes he advising me on partnerships deeds, business incorporation etc., You can be assured of any help related to business from Sanjay. He is very knowledgeable and incredibly helpful and he really took care of all my business needs. I used his services to file my business and personal tax returns last year and was completely satisfied with his service. I strongly recommend him for your tax and busines
The person was very rude, unprofessional and started yelling on phone call. I would never ever recommend anyone to take this service. They don't have proper work etiquette
This is my 3rd year of tax filing through Sanjay Tax Pro and they are as usual at best by giving the quality services that are needed. I will strongly suggest Sanjay Tax Pro for filing the taxes. I have done tax filings through Sanjay Tax Pro 2 years in a row. Had a great experience with the entire team. They were helpful in identifying other sources of income and suggesting to file the returns for all of them. Also, provided assistance on planning the finances for the 2016 year. Also, they are always reac
Working with Sanjay and his team members has been easy and convenient. They are knowledgeable and willing to share the necessary details explaining how various amounts were calculated. I have filed my business returns with Sanjay Taxpro and I'm happy with their professionalism.
I have been fling my tax by SanjayTax since 2017 and happy with it.
I have been filing my taxes with Sanjay tax pro since 2010 to till date its been almost 12 years and never faced any issues with Sanjay & Team . My personal data is safe so far. From my personal experience I can recommend him strongly.I usually dont give reviews but for this one its been some time I took their services and felt good about it ,so writing this review.
I have been filing my taxes with Sanjay Tax Pro for many years, and he makes the filing process look so easy and quick. He was able to explain every aspect of tax filing to my satisfaction. Sanjay also gives advice specific to my tax situation, which has proved helpful to me. I am impressed by his overall expertise and would strongly recommend Sanjay Tax Pro for your tax filing needs.
We have been going to Sanjay for filing our taxes at his San Jose office for the last few years and we have been receiving an excellent service from him. He's really nice and patient to help us through the process and answer any questions that we had. We are really happy to have found out Sanjay, as he's very quick and knowledgeable. Would definitely recommend him for filing your taxes.
This is the second year I'm filing my Tax Returns with Sanjay Tax pro, very professional and friendly . They welcomed random walk in and can also make appointments. Staff are very friendly, Patient in their domain and swift. They easily understood my specific case, help me understand what should I do. looking forward to being a client with Sanjay Tax pro for a long time. I definitely recommend my friends to Sanjay Tax pro and strongly advise others.
We have been filing our Tax returns through Sanjay Taxpro for 6 years now. Multiple state filing, ITIN, they cover all possible tax related services. They are very efficient, extremely trustworthy, and very courteous. There is no one else we would consider for Tax consultation. Sanjay and his team are truly wonderful.
I have been availing services of Sanjay Tax Pro for past 4 years. They are professional and tries to get you the best return. I had initially got my filing prepared with one of Big 4 and was told that I owe tax to IRS, also they also couldn't help with ITIN for my dependent. I wanted a second opinion and one of my friend's referred Sanjay Tax Pro. They did it diligently and ensured that I got the best return. They helped secure ITIN for my dependent without any hassle. They always responded to my queries
I have been getting my Tax Returns filed with Sanjay Tax Pro for past few years for me and my wife including both US and Indian taxation. I never had any problem. The people are very responsive and helpful and also guide on best steps to take. Along with normal taxation they helped me with taxation on Stock Options as well which can have lot of nuances but everything was dealt with smoothly. I will highly recommend everyone to go through them.
I have being filing my taxes with Sanjay for the past 4 years and it has been a positive experience. This time i was a remote services due to the pandemic and i uploaded all the document. I got a call within 30 min and after that the the filing process was smooth an quick. I am really happy with the service and would recommend his services to anyone
I have been working with Sanjay as my Tax advisor for last 5 years and we are very pleased with him and his team. The timely response to our queries and the support provided by him/his team is awesome eand professional . The co-ordination for tax filing remotely was easy given the covid situation and would recommend to anyone who needs help to file their taxes. Thank you!
Sanjay Tax pro was cheaper than other companies. I applied for their tax debt program and the enrollment process went well. The agents were really nice and they were with me all the way. The program worked really good, too. They helped me save money and they were worth what I paid for. It has been great working with them and they took the pressure off on me. Sanjay Tax pro is a great company, and I'd tell my friends that they're the best one to go with.
I live in Los Angeles and was referred to Sanjay Tax Pro by my friend. Been getting my taxes filed by Sanjay Tax Pro since 2 years and its been a great experience. Sanjay couple of times helped me on phone in regards to my questions/queries. Very patient and informative. I recently visited the office for an amended income tax return and the office staff sat with me for several hours and filed it on the same day. Highly recommend Sanjay Tax Pro if looking for filing tax returns and their services.
I have used services of Sanjay Tax Pro for my tax filing since last 7 years. They are very professional and competent. My taxes are always filed promptly and accurately. They are very helpful in answering all my questions to my satisfaction. I recommend their service to everyone.
I am glad that one of my friends referred me to Sanjay Tax Pro. For past two years, I found Sanjay very knowledgeable, honest, and "to the point" professional. His customer service team will make sure you never lose the appointment :) and in case Sanjay can not make it as he hops around his multiple offices then he will personally call and keep you informed with a formal apology. He is handling my case himself so don't have any review feedback on his team. This experience made me write this review, otherwis
Sanjay has been taking care of my personal tax filing since 2011. It's been great service so far. I haven't have any issues since I switched my CPA and went to Sanjay. 9 out of 10 times i get response within 24 hours. One of the thing i noticed is that Sanjay personally reviews most of the file which is great. I would highly recommend Sanjay Tax Pro.
GREAT Experience with Sanjay Tax Pro......!!! Sanjay & his Team has a excellent knowledge of accounting and taxes. It good to schedule the appointment and then visit him. He was willing to answer all my questions, clear any doubts I had, and explained my returns to me before handing it over. Sanjay and his team was very Punctual, Respective, Informative and Loyal..... I would Heart fully recommend him to all my Friends & Colleagues....And at last.....Pricing was very very REASONABLE Compared to many othe
Had a really great experience filing with Sanjay Taxpro! Competent team with a very professional setup, accurate filing - highly recommended! They also have a nice website with multiple offerings including maintaining online records of your previous filings that you can access anytime. So no need to search for your paper copies if needed. They get really busy in March/April, so would recommend you schedule your appointment in advance.
I found good reviews for Sanjay taxpro and thus decided to file my returns through them.I had a very smooth experience with them.It was value for money. All I had to do is give my documents to them and they filed the returns for me after reviewing it with me.I would say they do it very fast and are very prompt in responses or questions as compared to other Tax consultants. They guided me well through the whole process too.
Team are very helpful and ensure all aspects of TAX. Now, new website is available which is very nice for tracking information. I feel simple web site with valuable information. Awesome experience with automated processes. I shall highly recommend for those are new to USA because Sanjay and his team will assist in all kind of filing problem as compared to other free websites.
We have been using Sanjay Taxpro for the last four years for our tax preparation. They are a very professional and courteous firms. They listen to questions and answer them promptly even with their busy schedules. They are upfront about fees and clear on what documents are needed for the tax preparation. All in all they provide a hassle free tax experience. I would highly recommend.
I have been using Sanjay Tax pro services for filing taxes. They have great experience and insights on incomes generated both in US and internationally and have good knowledge of the tax process. I'm very pleased with their services and would highly recommend Sanjay Tax pro.
Ad kept showing on webpages and would not go away. Covered the entire page and made it inaccessible. Congratulations, I wouldn't use this service if you paid me.
I been using Sanjay Taxpro ever since they started tax preparation and happy with them. Its a very comforting thing to know that I can call them any time during year ( even after tax season ) and get my questions answered. Peace of mind with taxes. Sanjay is very knowledgeable and provides right suggestions all the times. He is also patient and explain things to customers. Once you establish a working relation with Sanjay, your tax preparation is almost on auto pilot mode for you as he takes care of a
Sanjay Taxpro Inc is very professional and helpful. I had submitted my returns for tax year 2013 on my own and had issues getting the refund. Had to do an amendment and was not sure how to resolve the problem. Approached Sanjay Taxpro Inc and explained all the details.
I am using Sanjay Tax Pro Services for few years now. Sanjay and his team members are very professional and respond to my queries promptly which is the most important aspect of filing tax returns. They do both my business and personal tax filings. One more important one is they proactively remind me about the returns and helps in smooth transition right from providing the documents to the filing of the tax returns.
I had a great experience with Sanjay Taxpro. They are very professional and always respond to my queries immediately. Sanjay prepared my federal and state tax documents along with applying for new ITIN within couple of days. Overall, it was a hassle free experience. Highly recommended.
<<<Current>>> Wonderful experience with Sanjay and team ! Very intelligent team and best in bay area area, awesome service! Great to work with Sanjay always! I am Customer since 9+ years! will continue. <<<< 2 years back>>>>> I am filing personal tax with Sanjay, he is a rockstar!. I do stocks and options trading, i had hard time filing my own, for that matter changed 4-5 CPA in the town no one could help much in this regard and found Sanjay, since 7 years+ he is helping me, his service is awesome to
Sanjay is incredibly knowledgeable about tax laws and helped me in filling the taxes for the year 2017. He helped me in filling the taxes according to the IRS rules and I would highly recommend Sanjay tax pro to all the people who want to file their taxes. He patiently answered all the questions that I have regarding the taxes. Thanks Sanjay for your outstanding service and support.
I have been getting the services from Sanjay from past 3 years and I feel that he has very good experience in Business and individual tax filing and account services. Before reaching out to Sanjay I have reached out to couple of other accounting firms in Bay Area but had bad experiences. Example: I just went for an estimation to Ravi Tax but he gave all the other details about Business taxing which I have not asked for and at the end charged me for providing that information by saying no information is free
I am a new client to Sanjay Taxpro.I live in Boston area but went with Sanjay Taxpro as one of my friends recommended. I am glad I did. Sanjay is very knowledgeable. He did an excellent job in filing my taxes and answering all my tax questions.Previously, I did file my taxes with couple of tax consultants in NJ area but wasn't happy with the service. Sanjay clearly exceeded my expectations. They charged extra for FBAR but was fine given the service.
I strongly recommend Sanjay Tax Pro, to file your returns. I have been filing my taxes with Sanjay Tax Pro since 3 years. Its very easy to file through Sanjay Tax Pro. either in person or remotely. They are very professional, knowledgeable & right people which ensures correct data filing & maximize returns. They are very responsive with any concerns/queries that one have in filing, very detailed to get back your maximum returns. Even in non tax season for any query, they clarifies doubts by email or phone.
I needed help with filing taxes and a friend suggested Sanjay Taxpro. My experience has been pretty good. Team explained me the process upfront and were always available to answer any questions I had. I would definitely recommend them.
I am filling my tax returns with Sanjay Taxpro since the last 4 years. Sanjay is a good CPA with clear knowledge on tax laws. He patiently answers all the questions regarding the taxes. He helped me in filling the taxes to the updated & current IRS rules and advices measures to be taken for next year. Tax filing was quick and shares all options available for international filers. I would highly recommend Sanjay taxpro as the best place for filling taxes.
We have been filing our taxes with Sanjay Tax Pro since last 4 years. Our experience is very delightful. Sanjay understands our taxes and helps explain neatly. He ensures we get correct information. I recommend Sanjay taxpro for personal tax filing! Saves a lot of time.
I had been going to Sanjay Tax for past 7 years an will probably continue forever....He helps me with both my business and personal taxes and I never till today had any kind of audits/issues. He always helped me save money and also make sensible contributions that helped me save taxes. His staff is well qualified, knowledgeable and very responsive!
I'm a remote filer from NJ and been using SanjayTaxpro services from past 10+ years. Sanjay and team are patient, friendly, responsive, dedicated and very professional. I think they are very thourough and best at what they do. Ever since i found them online i've never hesitated to go back year after year and will continue to do so in the near future. I highly recommend them to anyone remote or local to bay area.
Sanjay Taxpro Inc is very professional and helpful. I had submitted my returns for tax year 2013 on my own and had issues getting the refund. Had to do an amendment and was not sure how to resolve the problem. Approached Sanjay Taxpro Inc and explained all the details. They understood my complete scenario and filed an amendment. I was surprised to know that I would be getting more tax returns than my previous filing. Received the amendment amount. Also, filed my tax return for tax year 2014 with them and h
I have been using Sanjay Taxpro's services since 2011. And I am quite satisfied with that. I will (and have) recommend it to my friends
Had a wonderful experience in getting my Income Tax Return prepared for year 2019. Sanjay is very smart and knows all the details of how to handle situations where taxation involves multiple countries, RSUs etc. The charges are very competitive. Highly recommend Sanjay for all your tax related issues.
I have used Sanjay Tax pro services for 4 times (2 times when I was in India) and their work is very professional. It was very easy for me to file taxes. They kept me updated about the entire process. Thanks to Sanjay and his team.
I came to know about Sanjay Taxpro via my colleague, and he gave me a great feedback about their service. I had a phone appointment, and Sanjay?s team answered all my questions and provided details of the documents which I need to submit. Sanjay's team was awesome , and given me all details and documents which are required.
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.