Fireside Tax Consulting Inc

Tax preparation service in San Jose, CA (show on map)

5.0

★★★★★

2 reviews

Fireside Financial Planning, Inc. and Fireside Tax Consulting, Inc. offer financial planning, investment advisory, and tax services in San Jose, CA with over 30 years of combined experience.

Call (408) 371-3091

Navigate to Visit website

About

Fireside Tax & Financial Planning consists of two entities: Fireside Financial Planning, Inc. (financial planning and investment advisory, 30+ years) and Fireside Tax Consulting, Inc. (tax preparation, planning, and representation, 35+ years). Both are based in San Jose, CA.

They offer fee-only services with no product commissions, serving individuals, small businesses, trusts, and estates.

Over 35 years of tax experience, 30+ years of financial planning experience

Fee-only service — no commissions or product affiliations

Enrolled Agent and CFP credentials

Serves individuals, small businesses, trusts, and estates

Michael Zaplitny has been in practice since 1970

Services

Tax Preparation and Planning

Tax return preparation for individuals, partnerships, corporations, estates, gifts, trusts, and multiple year non-filers. Also includes tax planning, projections, and real estate transaction planning.

Individual Tax Preparation Partnership Tax Preparation Corporate Tax Preparation Trust & Estate Tax Multiple Year Non-Filers Tax Planning Real Estate Tax Planning

Tax Representation

IRS and state tax representation including audits, appeals, releases of wage garnishments, liens, levies, seizures, installment agreements, and offers in compromise.

IRS Representation Audit Support Appeals Installment Agreements Offers in Compromise Wage Garnishment Release

Financial Planning

Comprehensive financial planning including financial statement analysis, investment portfolio analysis, income tax planning, risk management, retirement planning, and estate planning.

Net Worth Analysis Cash Flow Analysis Investment Portfolio Analysis Risk Management Retirement Planning Estate Planning Education Funding

Investment Management

Portfolio design and management with a long-term perspective, targeting reasonable and consistent returns without excessive risk.

Portfolio Diversification Socially Responsible Investing Faith-Based Investing Fee-Only Management

Insurance Advisement

Insurance strategy including personal insurance, liability insurance, and life insurance to protect against life's financial risks.

Life Insurance Disability Insurance Long-Term Care Insurance Umbrella Insurance Business Insurance

Credentials & Certifications

Enrolled Agent (EA)

Since 1984

Certified Financial Planner (CFP)

Fellow, National Tax Practice Institute

Since 1989

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What services does Fireside offer? +

Fireside offers tax preparation and planning, tax representation, financial planning, investment management, and insurance advisement for individuals and small businesses.

Where is Fireside located? +

Fireside is located at 1975 Hamilton Avenue, Suite 6A, San Jose, CA 95125.

What are the phone numbers? +

Office: (408) 371-3091, Toll-Free: (800) 953-4737, Fax: (408) 371-3080.

What is Fireside's investment philosophy? +

Fireside approaches portfolio design from a long-term perspective, aiming to achieve reasonable and consistent returns without excessive risk or volatility.

Is Fireside fee-only? +

Yes, Fireside is a fee-only service, which eliminates potential conflicts of interest associated with product affiliations. They do not sell products or receive commissions for recommended products.