Silicon Valley Tax Coach

Silicon Valley Tax Coach

Reviews Summary

The overwhelming majority of reviews praise the exceptional service, expertise, and responsiveness of the tax professional and team. Clients highlight deep tax knowledge, efficient handling of complex situations, year-round support, and significant tax savings. Many long-term clients emphasize trust, clear communication, and proactive advice. However, two recent negative reviews cite poor communication, last-minute filings with errors, and unaddressed fee concerns, contrasting sharply with otherwise stellar feedback spanning over a decade. Most recommend the service highly for both personal and business tax needs.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
High-net-worth Individuals
Real Estate
Healthcare
Professional Services
Technology
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits

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 Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
High-net-worth Individuals
Real Estate
Healthcare
Professional Services
Technology
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits

Contact Information

Address

2021 The Alameda STE 280

San Jose, California 95126

Hours

Sunday Closed
Monday 9:30AM-5PM
Tuesday 9:30AM-5PM
Wednesday 9:30AM-5PM
Thursday 9:30AM-5PM
Friday 9:30AM-5PM
Saturday Closed

Customer Reviews

I have been with Russell quite a few years and what can I say but to give him 5 stars and make him a general ??

Russell and his staff at Silicon Valley Tax Coach have been nothing but excellent, year after year. If you're searching for someone to handle anything tax related, Russell is your guy! Besides having an incredibly professional and friendly staff, Russell provides information sessions throughout the year to keep his clients up to date on the latest tax changes. Scheduling time one on one to answer tax related questions and get advice is really easy with how responsive he is. I love how simple and easy the pr

Russell does more that simply "tax filing" and is incredibly thorough with his tax preparation services. He even helped me amend my previous tax return to get some unexpected money back. Would definitely recommend his services to anyone.

We have been working with Russell's firm for several years now, and we could not be happier. The process for filing is secure and streamlined, which is so appreciated. Russell has also offered us many valuable pieces of advice over the years. His advice last year paid for several years' worth of tax filing fees. We make it a habit to run financial changes by him ahead of time if possible - he has always been responsive and he truly seems dedicated to educating his clients. We highly recommend!

I've used Russell Barnett (Silicon Valley Tax Coach) for two years and have found him to be very through and knowledgeable in his return preparation. Before I went to Russell I had done my own tax returns for about 50 years and was pretty proficient at it... then to save time, I hired Russell. He did a better job than I did and he saved my money above & beyond his reasonable fees. Barring any adverse experiences, I will continue to hire Russell in the future. I highly recommend Silicon Valley Tax Coach

I had an amazing experience working with Silicon Valley Tax Coach. Russell Barnett, EA CTS and his team helped us set up our business accounts and payroll using Quickbooks and Gusto, which made our operations much more efficient and streamlined. They provided expert guidance and support throughout the entire process, and their knowledge and expertise were truly impressive. In addition to setting up our accounts and payroll, Silicon Valley Tax Coach also did an outstanding job filing our tax return. They we

Russell has been our tax accountant for at least 10 years, and every year he has done an excellent job for us! Accuracy so we followed the rules and got us every tax benefit possible. He also helps us stay on top of our estimated tax throughout the year and even helps us now that we live in Oregon and are creating our own small farm. He's also available when we have questions. So glad we found him!

I have been their client for more than 12 years. Russell is simply awesome. He responds very promptly to all queries and almost always with a detailed explanation email even for complex tax queries. He handles almost all tax matters via secure vaults that makes tax season easy to deal with. I strongly recommend him for tax matters.

Silicon Valley Tax Coach from Russell to Estrella ; 5 stars all around - they know how to get things done well and on time. They communicate with their clients about any tax questions; nothing is overlooked. Our small business was treated with respect, and Russell was accommodating to all our needs with all expectations met. We highly recommend them to our friends and family !

We just started using SVTC for our small biz taxes... and the experience has been most excellent. Russell and crew filed Employee Retention Tax Credits for us, refiled our 2020 tax returns to include the new credits and just finished our 2021 returns as well. SVTC is very professional, punctual and reasonably priced. I highly recommend them!

Russell & team have been helping me with taxes and financial decisions for the past many years. He is calm, explains everything, and helps me truly understand the implications of decisions, as well as to how best handle the taxes. I am beyond thrilled with Silicon Valley Tax Coach as probably the best professional services company I deal with.

We have been using Russel for over 10 years. This year, Russell's fee went up 30%. I have called and left a message, talked to the front office person, and have emailed Russell several times. He is not responding to any communication. It's like he is scared to have a conversation about the fee increase. We will not be using Russell anymore. I found a company that offers better service for a better price.

Russell has done my tax returns for over 10 years. For the most part, the scope of my returns was that of typical silicon tech worker?s returns - salary, stock options / RSU, employee stock purchase plan, checking & savings accounts including some minor ones abroad from the past, and some mixed mutual funds & stock. Russell always struck me as very professional and thorough and I'm sure I saved a lot of money over the years by using his tax services.

Former 5-star review. I changed this to 1-star because my experience this year (2024) was absolutely abysmal. It was nearly impossible to get any information from Russell for weeks at a time despite many attempts to do so. My return was completed the literal day before it needed to be filed leaving me no time to review or ask questions. I've since had to hire a 2nd firm to go through the return and they've already found multiple mistakes. Just save yourself the headache and avoid this place like the plague

Russell Barnett is my trusted professional when it comes to taxes. Russell is knowledgeable, understands every new tax rule/guidance that comes out, charges a fair price for his outstanding work, and saves me money. No waiting around with Russell -- he's very efficient. Russell is a winner!

Russell has been my tax guy forever. I have watched him remain on hold forever with the IRS cuz I didn't want to. He is warm, genial, and super up on all the crazy tax laws. You could feel safe using him.

I have been a loyal customer of Russell's tax service for over 10 years. I have greatly appreciated the rigor, diligence, quality, customer orientation and professional maturity of Russell and his colleagues over the years.

We have been receiving service from Russell and his team for 15 years. He has helped us through tax concerns with HSA payment reversals, Roth conversions, recharacterization BACK to a Traditional IRA, self-employment taxes, being a part-owner of an LLC, owning rental property, filing late... He has always been super responsive, professional, and very clear at explaining what we have to do by when. His fees are transparent and up front. We don't live in California, so we have always used his services remo

I have trusted Russell for years with my taxes for personal and business taxes. He has literally saved me tens of thousands. When my house was flooded in 2017 he suggested obtaining a forensic apprasal on my home. I was skeptical as this costed me thousands to generate. When I got my return that year I was shocked!!! It was x10 of the amount to get the apprasal!!!! He laughed at me and said, ?See, I told you it would be worth it.? So glad I listened to Russell!!! He is very responsive to questions and not o

Russell and Estrella were awesome to work with. All of my tax questions were addressed promptly and thoroughly. They really made the process of filing taxes easy for me. Thank you so much!

Silicon Valley Tax Coach has prepared our tax returns for more than a decade. They have taken the stress out of filing tax returns with their professional services, including collecting our records, preparing and filing the returns, answering our questions during the year, addressing any IRS correspondence on our behalf. They remain on the cutting-edge of secure electronic document management, as well. They respond professionally in every case.

My husband is the one that takes care of the taxes, while I tag along. However, Russell is great at explaining what we need to do and our options, that makes it easy to understand. He's responsive to our questions year round.

If you think about the qualities that you want in a Tax Consultant, all of these qualities are critical and necessary. And Russell has all these valuable qualities and has demonstrated them when I work with him for over 10 years.

Russell is a secret weapon for tons of people within the startup community. Trustworthy and always helpful, he has been working with our family for almost a decade now.

We have used Silicon Valley Tax Coach to prepare complex personal and business returns for many years. We have never had a single problem and are impressed each year by the efficiency and professionalism of the entire process.

Russell and his staff are very responsive; besides the great service on tax prep, all advice on stock management has been great.

Very knowledgeable and helpful with tax planning as well as during tax filing season. Able to electronically conduct most transactions, making it convenient, especially during this pandemic. Great support if any issues arise with IRS or FTB, and take care of many of the tasks for you.

I chose Mr. Barnett because he is an IRS enrolled agent. He proposed an approach to decrease my tax liability. I have complete confidence in Mr. Barnett and I highly recommend him particularly for people with complicated tax situations.

I have been using SVTC for years now and I absolutely love the work they do! They are quick, responsive, and very reliable.

Russell is fantastic and incredibly knowledgeable. Would highly recommend working with him and his team.

I've used this service for a number of years and I've been very happy with the quality of their work. Their knowledge of tax matters is extensive and they have provided excellent advice to minimize tax exposure.

Have used SVTC for many years with complicated tax issues, and have always been happy with the service that Mr. Barnett and his team have provided us.

SVTC have handled my taxes for over a decade and could not be happier. Easy to communicate with and I know I'm getting the best service.

Always excellent. Superb communication, fast turn around. I recommend Russel to everyone.

A very efficient and well run business. We have been using SVTC for about 4 years now and intend to continue.

Awesome business due to it's awesome staff. We highly recommend them for all your tax related business.

Great service. We've been using them for years. Questions we have are always answered quickly and thoroughly.

Russell helped with a complex tax situation and was very clear on explaining the situation for us.

The team and the service has been great. They have been responsive and with great quality. I recommend them highly.

I have been working with Russell Barnett for years! I wouldn't go anywhere else!

Excellent service. Quick responses. Quick turn around time! Been using them for years!

Honest assessment of tax information with reliable years of experience and updated tax laws geared to assist in tax services and solutions

I really appreciate your quick and professional solution to our problem.

I find it easy and comfortable working with Russell

Excellent service and advise.

Expert advice, friendly people.

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.

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