Jack Mao, EA - Tax Services - Palo Alto

The tax professional who fights for brilliant innovators and transformative companies

Tax preparation service in Palo Alto, CA (show on map)

5.0

★★★★★

2 reviews

Enrolled Agent tax firm in San Francisco and Palo Alto providing tax strategy, preparation, audit representation, and tax education. Federally credentialed, advising on multi-million dollar transactions.

Call (650) 200-0105

Navigate to Visit website

About

Jack Mao Tax Services Corp is a tax professional firm fighting for brilliant innovators and transformative companies. Jack Mao is a federally credentialed Enrolled Agent who has advised on upwards of multi-million dollar transactions for hundreds of taxpayers in the last 6 years, navigating through niche tax issues.

He founded and led TaxFellows, a VITA tax clinic partnering with the IRS and Stanford, scaling it to 16 volunteers and 350+ annual clients. He is a member of the National Association of Enrolled Agents (NAEA) and serves on the Electronic Tax Administration Advisory Committee (ETAAC) in Washington D.C., confirmed by U.S. Treasury in 2024 for a 3-year term. An immigrant, Stanford-educated software engineer, former startup founder, and business owner, Jack brings a unique perspective to delivering personalized, practical tax advice.

Federally credentialed Enrolled Agent

Stanford-educated software engineer background

ETAAC appointee by U.S. Treasury (2024)

NAEA PAC board member

Published tax savings results ($26,600, $90,250, etc.)

$1,000,000 audit guarantee

100% U.S.-based team, data stays in U.S.

Never uses client data to train AI

No investors — building generational firm

Discounts for low-income students and families

15+ tax workshops hosted, 50+ volunteers trained

Services

Tax Return Preparation

Federal and one state included. Starting at $375 for personal returns, $475+ for amended returns, $575+ for other returns. Includes free 15-minute tax return review session, guidance on all related tax notices, and audit/remediation guarantee up to $1,000,000.

Federal & 1 State Included Free 15-min review session Audit/remediation guarantee

Tax Strategy & Planning

Tax advising and general work at $125 for 15 minutes (20% off for tax prep clients). Proactive tax planning to optimize financial situations and minimize liabilities.

15-min sessions available 20% off for tax prep clients

Audit Representation

Audit representation, late filings, delinquent tax debts, and special projects starting at $200 for FBAR/FATCA filings.

Audit representation Late filings Delinquent tax debts

ITIN Application + CAA

ITIN application and Certified Acceptance Agent services including ID verification and mailing, starting at $250+ with Schedule C or E for sole proprietorship or rental property.

CAA certified ID verification Mailing included

C Corp Startup Tax Prep

Starting at $1,400 for C Corp startup tax preparation.

Company/Org Tax Prep (1120, 1120-S, 1065, 990 Series)

Starting at $2,000+ for company/organization tax preparation including 1120, 1120-S, 1065, and 990 series returns, Federal and 1 state included.

Credentials & Certifications

Enrolled Agent (federally credentialed)

ETAAC appointee — U.S. Treasury

Since 2024

NAEA PAC board member

Reviews

Rating

★★★★★

Reviews

"On-site services"

Frequently Asked Questions

What tax services does Jack Mao Tax Services offer? +

The firm offers tax return preparation (starting at $375), tax strategy and planning, audit representation, ITIN application as a CAA, C Corp startup tax prep, and company/organization tax prep (1120, 1120-S, 1065, 990 series). Various add-ons include extensions, bookkeeping, R&D tax credit, and more.

What are Jack Mao's credentials? +

Jack is a federally credentialed Enrolled Agent with over 6 years of experience advising on multi-million dollar transactions. He is a Stanford-educated software engineer, former startup founder, and business owner. He serves on the ETAAC (Electronic Tax Administration Advisory Committee) in Washington D.C., confirmed by U.S. Treasury in 2024 for a 3-year term, and is a board member on the NAEA PAC.

Does the firm offer discounts? +

Yes, there is a $225 discount on every tax prep engagement for low-income students who currently receives financial aid fully covering tuition and room & board. A $100 discount is available for parents/guardians of eligible students. Tax prep clients also get 20% off on the $125/15-min tax advising rate.

What is the firm's stance on data and AI? +

The firm uses responsible tech and AI but will never use client data to train AI models. All team members are 100% U.S.-based and data always remains in the U.S. The firm has no investors, allowing focus on clients and doing things the right way.

Where are Jack Mao's offices located? +

Offices in San Francisco (235 Montgomery St, 10th Floor, Suite 1017) and Palo Alto (220 California Ave, 2nd Floor, Suite 202). Virtual meetings available.

Does the firm guarantee its work? +

Yes, the firm will pay up to $1,000,000 in penalties and waive fees on all audit and remediation work if a mistake is made based on information the client provided.