Fitzpatrick & Tucker Inc

Quality work and personal service you deserve

Certified public accountant in San Jose, CA (show on map)

3.7

★★★★☆

3 reviews

Fitzpatrick & Tucker Inc. is a San Jose CPA firm providing tax preparation, planning, QuickBooks setup and support, and estate and trust services.

Call (408) 249-5300

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About

Fitzpatrick & Tucker Inc., located in San Jose, California understands that clients want a CPA firm that takes the time to provide the quality work and personal service they deserve. In a world in which speed seems to be valued above all else, Fitzpatrick & Tucker takes the time to get to know their clients and understand what they expect and need from their accountant so that they can provide needed services in a competent, timely and cost-effective manner.

Their staff is knowledgeable in all areas of tax preparation and planning for individuals, businesses, estates, and trusts as well as providing accounting and financial reporting services.

Proactive, hands-on approach

Latest computer and internet technologies

Current tax law expertise

Member of California Society of Certified Public Accountants

Santa Clara County Estate Planning Council member

Services

Tax Preparation

Tax return preparation for individuals, partnerships, corporations, non-profit organizations, trusts, and estates.

Individual tax returns Partnership returns Corporate returns Non-profit returns Trust and estate returns

Tax Planning

Tax planning to minimize current and future tax burdens throughout the year.

Year-round tax planning Business entity selection Retirement planning Deductions and credits optimization

Tax Representation

IRS audit representation and correspondence assistance for tax issues.

Audit representation IRS correspondence assistance Non-filing and non-paying issues

QuickBooks Services

QuickBooks setup, support, and maintenance for business clients.

Standard QuickBooks set-up Custom QuickBooks set-up Technical support QuickBooks Online set-up Monitoring services Maintenance and consulting

Estate Planning

Estate planning services including revocable living trusts to avoid probate and protect assets.

Revocable living trusts Probate avoidance Asset protection

Estate Taxation

Estate tax return preparation and fiduciary tax services.

Estate tax returns Executor assistance

Credentials & Certifications

California Society of Certified Public Accountants - Member

Santa Clara County Estate Planning Council - Member

Reviews

Rating

3.7

★★★★☆

Reviews

"I saw she had great reviews on Yelp - and called her office."

Frequently Asked Questions

What services does Fitzpatrick & Tucker offer? +

They offer tax preparation and planning for individuals, partnerships, corporations, non-profit organizations, trusts, and estates, as well as QuickBooks services and estate and trust services.

Where is Fitzpatrick & Tucker located? +

They are located at 4040 Moorpark Avenue, Suite 112, San Jose, CA 95117.

What is Fitzpatrick & Tucker's approach to client service? +

They take the time to get to know clients and understand what they expect and need, providing services in a competent, timely and cost-effective manner.