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JL Tax Services

Your Trusted Tax Partner

Tax consultant in Mountain View, CA (show on map)
Google 5.0
★★★★★
7 reviews

JL Tax Services LLC in Mountain View, CA offers professional tax preparation, tax planning, and accounting services for individuals and business owners with a personalized approach.

Call (805) 455-4343
Navigate to Visit website
JL Tax Services website

About

JL Tax Services LLC is dedicated to delivering personalized tax and accounting services for individuals and business owners. With nearly a decade of experience at respected tax firms in the Bay Area, James Lee launched his own tax planning, preparation, and accounting practice.

As an Enrolled Agent, James is federally licensed to represent clients in any state and brings expertise in both individual and business tax matters. The firm takes a personalized approach, guiding clients with clear insights and practical advice to help them feel confident and in control of their financial decisions.

Enrolled Agent — federally licensed to represent clients in any state
Nearly a decade of Bay Area tax firm experience
Personalized approach with clear insights and practical advice
First-class service for individuals and business owners

Services

Tax Preparation / Tax Compliance

Comprehensive tax filing services for individuals and businesses ensuring accurate and timely returns. Services include personal tax returns, business tax returns, and tax compliance.

Personal tax returns Business tax returns Tax compliance

Tax Planning / Tax Strategy

Strategic tax planning services to optimize financial situations and minimize tax liabilities, working closely with clients to tailor strategies that align with their goals.

Tax strategy Financial optimization Goal-aligned planning

Accounting / Bookkeeping

Accounting services to help individuals and businesses stay organized, keep finances on track, and make smarter financial decisions.

Financial organization Decision support

Credentials & Certifications

Enrolled Agent (EA)

Reviews

Google
Rating
5
★★★★★
Reviews
7
"Top-tier guidance&expertise, top-notch client service!"

Frequently Asked Questions

What services does JL Tax Services LLC offer? +

The firm offers tax preparation and compliance for individuals and businesses, strategic tax planning, and accounting/bookkeeping services.

What are James Lee's credentials? +

James Lee is an Enrolled Agent, which means he is federally licensed to represent clients in any state. He has nearly a decade of experience at respected Bay Area tax firms.

Where is JL Tax Services LLC located? +

The office is located at 800 W El Camino Real, Suite 180, Mountain View, CA 94040.

How can I contact JL Tax Services LLC? +

Phone: 805-455-4343. Email: [email protected].

Contact JL Tax Services

JL Tax Services
Category
Tax consultant
Wheelchair Accessible
Call (805) 455-4343

Opening Hours

Monday
10:00–17:00
Tuesday
10:00–17:00
Wednesday
10:00–17:00
Thursday
10:00–17:00
Friday
10:00–17:00

Location

Location of JL Tax Services, 800 W El Camino Real STE 180, Mountain View, CA 94040 · View on Google Maps

Screenshot Gallery

Get in Touch

Ready to work with JL Tax Services?

Reach out today to schedule a consultation.

(805) 455-4343

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