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Tax Armour Inc.

Tax Armour Inc.

Reviews Summary

Customers consistently praise the tax services for professionalism, expertise, and personalized care. Many highlight significant savings, stress relief, and resolution of complex IRS issues. Reviews emphasize thoroughness, transparency, and competitive fees, with frequent mentions of quick, attentive service. Small business owners and individuals alike commend the strategic guidance, error corrections in past filings, and compassionate approach. The overall sentiment is overwhelmingly positive, with strong recommendations for both tax preparation and debt relief.

About This Listing

Bookkeeping
Accounting
Audit
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
Complex Situations
State-Specific Experience
Multi-state Experience
Remote Services
Years of Practice
In-person Support

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

Bookkeeping
Accounting
Audit
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
Complex Situations
State-Specific Experience
Multi-state Experience
Remote Services
Years of Practice
In-person Support

Contact Information

Address

2150 N First St Suite 435

San Jose, California 95131

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-6PM
Tuesday 8AM-6PM
Wednesday 8AM-6PM
Thursday 8AM-6PM
Friday 8AM-6PM
Saturday Closed

Customer Reviews

Jesus took me on as a client and really pulled through for me when I was in a desperate situation. Jesus never passed judgement, was always professional, and he completely turned around my situation, I?m very grateful and would highly recommend Jesus. Bye-bye Turbo Tax! ????

I give Tax Armour Inc a 5 stars rating. Because the fast service I received at resolving my taxes issues and removing my levy on my bank account. I was stress out. But I was told no worries and I promised it would be taken care. So I surely would refer anyone I know to contact Tax Armour Inc for any taxes issues.

Jesus Soto has been so helpful with our taxes. He has walked us through and answered all our questions ensuring everything is done properly and to what is most beneficial for us. He is thorough, dedicated, punctual and diligent, his attention to detail makes the process seamless. We have appreciated his help over the last years. He remains informed about any tax law changes and his fees are competitive. Quick professional and friendly. We highly recommend him!!

Our experience with Jesus was nothing short of stellar. He is professional, detailed, and truly knows his craft. Additionally, tax situations involving the IRS can make the process very stressful, and Jesus was always there with a calm and confident voice, but giving it to us straight, no sugar. We were facing a tax bill in the low hundred thousands due to incentive stock options income (non-cash paper gains until a future liquidity event). He was able to navigate the complexities of setting up a long-term

Jesus Soto is a true tax professional! I wish we would have found him sooner. We found him to be extremely knowledgeable in his field, helpful, and very responsive to all our outreach. Not only did he find a mistake in our 2020 tax return (done by a large tax chain), we received a refund from both Fed and the State for the first time in years! Both my husband and I have recommended him to our friends and would recommend him to anyone looking to help them with their taxes or tax related concerns. You wo

Mr. Jesus was very accommodating with our schedule. His fee is not exorbitant compared to how much other tax preparers charges their clients. He tells you upfront how much he?ll be charging you for. He?s is quick but precise. Very professional. No mumbo-jumbo dealings. I was glad I found him through Thumbtack website. He will be our tax preparer for a long time for sure! Thankful, Freddy/Imee

Jesus is amazing!! Jesus helped me minimize amount owed to the IRS. We saved approximately 150K. He is very smart, patient, and committed. He will strategize and fight for the best outcome in tax debt relief. I highly recommend him for tax debt representation and tax preparation

I was running my business in 2014 which caused me to have liabilities with the IRS. I ended up owing the IRS over 60k and the Franchise Tax Board appromately 20k. The state and the IRS took collection action. I was really stressed out. I was on the verge of having no money for my bills. My coworker referred me to Jesus at Tax Armour Inc. As soon as I called him he provided me over an hour of free consultation. He worked on my case for over four months. He assured me i had nothing to worry.

Jesus Soto is the Very Best at Tax Preparation & Tax Debt Relief. I previously used a well known CPA and Sally he passed away. I went to Tax Armour Inc. Jesus Soto prepared my current tax year in 2018. He asked me for my prior Tax year returns and found errors in all the prior years and amended them in which as a result provided me a unexpected, great refund ??????

Jesus took care of my Taxes with ease. I had some prior tax issues, but now I?m clear of all penalties. Now I don?t have to worry about losing sleep over the IRS garnishing my wages or levying my bank accounts. I can definitely say I will continue to file with him. Would definitely recommend to anyone looking a Tax Person.

I've been doing my Taxes with Jesus Soto for many years now, I run an Insurance Business and he does a great job every year with my Taxes. I love that he does everything by the Books. Every Year I Recommend all my Personal Clients to come do his taxes with him ??

I needed my 2018 and my 2019 taxes done. Jesus Soto got me in right away worked with me and my wife for several hours to get them done. He's super kind patient and knowledgable! Thank you so much jesus! By the way I own my own business so my taxes were not easy . He nailed it

Jesus excels in his profession. He is diligent, knowledgeable, responsive, and personable. Most importantly he treats his clients with care and respect. I highly recommend his services. He takes the stress away from filing your taxes. You won't regret choosing Tax Armour Inc!

Needed my taxes done fast, and most firms were all booked up. Called Jesus to get a quote and he got back to me right away. Decided to go with his services and he was able to finish by the next day! fast service and very transparent

Jesus was very helpful. During the one hour appointment, he went through all my tax documents and e-filed my tax return. Then he went over my tax return explaining the whole thing. He was very informative and answered all my questions that I had.

Jes?s was fast, clear, and very knowledgeable. I highly recommend!

Jesus is the best! He has helped me and my husband with so many tax issues and has been very patient throughout the process. Definitely recommend

Being a small business owner has many challenges and rewards. It also requires a great vision, dedication and partnerships. I?m proud to say that TaxArrmour is an essential partner and part of my team with unparalleled experience and council on many layers of complex tax responsibility. Not only have I learned better business practices and but have accelerated my business operations. Silicon Valley Business owner of 20 years?Donna M

I am very grateful for the help of Mr. Soto, organizing my business and guiding me in plans to reduce my taxes has been wonderful, I had no knowledge of how to do it, and now it is easier for me.

Really feel like Jesus is looking out for me. On so many levels. My Tax Hero.

Refreshing to get an honest opinion not just a sales pitch. He's worth the money.

Very professional and helpful. Gave attention to details and reasonable fees. Highly recommended. Thank you so much.

Jesus is very good at negotiating with the IRS.

great service, effective and safe.

Thank you helped for tax!??.

(Translated by Google) Our experience regarding the work that Mr. Soto performed in our problem with IRS, we could say that he worked with professionalism, and also kindness, he gave easy answers to our questions, although we were in a very stressful situation, I am happy to say that Mr. Soto was very patient with us for these reasons we can and we have the security that as he helped us, he showed the capacity he has in these situations, for what we have mentioned before we fully recommend the Alvarez Famil

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.