Baron Tax Services is a tax preparation and financial planning firm in San Jose, California. The firm is led by Rodger Hobbs, CFP®, EA (Enrolled Agent), who brings nearly 20 years of expertise in the financial and insurance industries.
He holds a Bachelor of Science in Finance from San Jose State University. The firm specializes in tax preparation services and offers comprehensive financial planning solutions for individuals and businesses seeking long-term financial clarity and confidence.
Enrolled Agent (EA) — highest IRS credential with unlimited practice rights
CERTIFIED FINANCIAL PLANNER® professional on staff
Nearly 20 years of financial and insurance industry experience
Can represent clients in federal tax court nationwide
Offers Zoom, phone, or in-person meetings
Services
Tax Preparation
Expert tax preparation services for individuals and businesses, with Enrolled Agent representation before the IRS.
Individual Tax ReturnsBusiness Tax ReturnsIRS RepresentationAudit Support
Financial Planning
Comprehensive financial planning services provided by a CERTIFIED FINANCIAL PLANNER® professional.
An Enrolled Agent (EA) is a federally licensed tax practitioner knowledgeable in every aspect of taxation under the IRS tax code. The designation is the highest credential awarded by the IRS, and EAs must complete continuing education requirements and adhere to ethical standards. There are fewer than 65,000 practicing enrolled agents.
What services does Baron Tax Services offer? +
Baron Tax Services offers expert tax preparation for individuals and businesses, financial planning by a CFP® professional, and IRS representation by an Enrolled Agent for audits, collections, and appeals.
Who is Rodger Hobbs? +
Rodger Hobbs is the Principal of Baron Tax Services with nearly 20 years of expertise in financial and insurance industries. He holds a BS in Finance from San Jose State University and is both an Enrolled Agent and a CERTIFIED FINANCIAL PLANNER® professional.
Can Baron Tax represent me before the IRS? +
Yes, as an Enrolled Agent, Rodger Hobbs has unlimited practice rights and can represent you before the IRS in federal tax court for tax-related matters including audits, collections, and appeals, regardless of which state you live in or operate your business.
Where is Baron Tax Services located? +
Baron Tax Services is located at 174 N 14th St, San Jose, CA 95112. Meetings are available via Zoom, phone, or in person.
