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The Tax Professionals LLC

The Tax Professionals LLC

Reviews Summary

Customers consistently praise the tax services for their professionalism, efficiency, and expertise. Many highlight the clear explanations, quick responses, and stress-free process, especially for personal and small business taxes. Bilingual support and friendly, thorough service are frequently mentioned. Long-term clients appreciate the ongoing trust and reliability, with many returning year after year. The team is commended for making complex tax situations easy to navigate. Highly recommended for both individual and business needs.

About This Listing

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.*

Contact Information

Address

2118 Walsh Ave Ste 208

Santa Clara, California 95050

Visit Website Call Now Get Directions

Hours

Sunday 9AM-3PM
Monday 9AM-7PM
Tuesday 9AM-7PM
Wednesday 9AM-7PM
Thursday 9AM-7PM
Friday 9AM-7PM
Saturday 9AM-3PM

Customer Reviews

I had an amazing experience with The Tax Professionals LLC! Ms. Valencia took the time to walk me through several Unfixed years that I needed help with, and made the entire process quick, simple, and stress-free. With my busy schedule, I really appreciated how efficient and organized they were. They were patient, thorough, and explained everything clearly, making sure I understood every step. I can?t recommend them enough ? if you want reliable, professional service that respects your time, The Tax Professi

Leady is very knowledgeable and makes filing your taxes super easy! I have been using her services for over 3 years now and it?s always been a smooth process. High recommended her! Whether you?re filing personal or own a small business, this is the best place to go.

Leady Is amazing ?? me and the hubby have been going to her for our taxes for the last 3 years..so glad we found her. She?s very knowledgeable, helpful and nice ..we never had any problems and she is very fast to respond if you have any questions. I totally recommend her.

Leady is super knowledgeable about tax preparation! My brother recommended her to me a couple years back and I?m so glad he did! She?s so responsive, patient and super sweet! 10/10 recommend going to her :)

Ive been going to Leady from The Tax Pros going on 3 or 4 years now and they always provide great service. Especially this year, taking into account my LLC and my personal taxes I'm given the best tax strategies for me and my family. Very professional and courteous 10/10

Leady was super friendly and knowledgeable. I recently had a pay increase, due to a job promotion at work, and she explained to me how my annual pay affected the tax bracket I fell within for 2024. She made me feel like she wanted provide as much information and knowledge as possible to me rather than the common and usual, "This is what it is, and you're just going to have to accept it". I told her how I have dealt with different CPAs before, and how she has been the most welcoming and open to me. Highly r

I've been working with The Tax ProfeoLLC for the past three years, and overall, it's been a good experience. They are knowledgeable and always provide helpful guidance when it comes to handling my taxes. I appreciate their professionalism and would recommend their services to anyone looking for a reliable tax consultant.

The process was efficient and thorough. The professional asked pertinent questions to ensure accuracy and provided a clear explanation of the timeline and breakdown of our refund. I highly recommend their tax services and will certainly return for assistance with my taxes next year.

Leady has been doing my taxes for over 3 years now & it?s always such a great experience!! 10 stars!!

Year after year, I have my taxes done by this wonderful team. They answer all my questions and support each and every time! El mejor equipo para hacer los taxes!

Leaving a review for Leady! This is my 4th year going to Leady at the Tax Pros. She?s one of the best. From the beginning of going over paperwork and explaining the process. To the very end when signing final paperwork. Super appreciative and thankful. It?s always nice to know when doing your taxes you have someone you can trust. Thank you Leady. I look forward to working with you in the continuing years.

The Taxpro LLC, Has been doing my taxes for several years now and I?m very pleased not only they do taxes but does several services, and they sit and explain about your taxes. I really recommend this place!

Very thorough, easy to schedule an appointment and was able to answer all my questions without hesitation!

I did my personal and small business taxes with Leady last year. She was referred by trusted small business. She?s a quick responder, efficient, and was very helpful. She offers virtual and in-person appointments. I will definitely go back again!

Leady is amazing! She made the process so smooth and easy and answered every single question I had! I have been a client for years and she has helped me from doing my regular taxes to now helping me with my business taxes. I couldn?t do it without her!

Very great experience , is bilingual, nice and calm area where located and is good experienced

Second year doing my taxes with Leady she is so amazing very helpful and knowledgeable she makes doing my taxes really easy/stress free, I highly recommend her services!

I did my taxes here last year and will be returning. I was very pleased with my experience. She is very quick, knowledgeable, and professional!

Leady is the best to go with when it comes to doing your taxes , super helpful and quick . Going back to do my taxes this year as well !

@thetaxprofessionals are always ready to give you the best tax return. I appreciate when I have tax questions they are ready to answer and explain in a very detailed manner. Thank you !

Great experience, efficient and easy!

Very helpful experience specially with all of my tax questions, very diligent, and friendly. Definitely will come back!

Great Service, highly recommended

(Translated by Google) I want to recommend the tax professionals for their excellent service, very friendly and professional. I am very happy with their result. I give them a thousand thousand stars. Thank you. (Original) Quiero recomendar the tax professionals por su excelente servicio muy amable y profesional estoy muy contento con su resultado le doy mil estrellas mil Gracias

(Translated by Google) Excellent, very professional company (Original) Exelente compa??a muy profesional

(Translated by Google) If I could I would give ten stars because they have excellent service (Original) Si pudiera pondr?a dies estrellas por que tienen excelente servicio

(Translated by Google) Excellent service (Original) Servicio excelente

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.