J&M TAX SERVICES

Expertos en impuestos y contabilidad para personas y empresas

Tax preparation service in Campbell, CA (show on map)

5.0

★★★★★

25 reviews

J&M Tax Services LLC in Campbell, CA provides tax preparation, bookkeeping, and business services for individuals and businesses, with Spanish-speaking staff.

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About

J&M Tax Services LLC is a legally constituted tax and accounting office in California, serving large and small businesses as well as individuals. The firm has the knowledge to handle taxes, bookkeeping, business incorporation with the IRS, fiscal guidance for entrepreneurs, tax planning, and more.

Founded by Johana, an IRS Certified Acceptance Agent (CAA) with over 18 years of experience as a Financial Administrator and accountant, the firm offers personalized attention and first-class service.

IRS Certified Acceptance Agent (CAA) — can process ITIN without sending original documents

18+ years of financial administration experience

Latino-rooted, bilingual English/Spanish

Family-run with warm, personal approach

Serving California since 2020

Multiple services under one roof (tax, bookkeeping, DMV, notary)

Services

Tax Preparation

Expert tax preparation services for individuals and businesses with accurate, fast, and 100% expert-reviewed declarations. Maximizes refunds by applying each available tax credit.

Accurate and expert-reviewed declarations Maximize refunds Personalized service Electronic filing

Bookkeeping

Clear and professional accounting for your business. Organizes income, avoids fines, and provides accurate monthly reports for better decisions with continuous advice to optimize deductions.

Monthly organized accounting Financial reports Tax planning Continuous advice

Payroll

Simplified payroll management ensuring accurate payments and regulatory compliance.

Accurate payments Regulatory compliance

Business Incorporation

Facilitates the incorporation process for LLC, Corporations, and S Corporations, providing a solid base for your business.

LLC incorporation Corporation formation S Corporation setup

Sales Tax

Efficient sales tax handling ensuring regulatory compliance and accurate reporting.

Compliance Accurate reports

Tax Resolution

Addresses tax problems with effective strategies to find solutions and relieve concerns.

Credentials & Certifications

IRS Certified Acceptance Agent (CAA)

California Business License

Reviews

Rating

★★★★★

Reviews

"We take care of our taxes quarterly and she is always spot on."

Frequently Asked Questions

What services does J&M Tax Services offer? +

J&M Tax Services offers tax preparation, bookkeeping, payroll, sales tax, incorporation assistance, tax resolution, ITIN processing, and notary services for individuals and businesses.

Can I file taxes without legal status? +

Yes, you can file taxes using an ITIN (Individual Taxpayer Identification Number). This allows you to comply with the law, create tax history, and qualify for certain credits or benefits. J&M Tax Services LLC is an IRS-certified CAA and helps with obtaining your ITIN.

What documents do I need for my taxes? +

Generally W-2 or 1099 forms, identification or Social Security or ITIN, receipts for deductible expenses, and bank statements are required. The specific requirements depend on your type of income.

How long does it take to receive my refund? +

Generally the refund arrives between 7 and 21 days if filed electronically with direct deposit. However, the IRS may take longer in some cases, especially if additional verification is needed.

What if the IRS sends me a letter? +

J&M Tax Services guides you step by step, reviews the letter, and responds directly to the IRS to resolve any requirement or audit.

Can I file taxes for previous years? +

Yes, you can file back returns for the last 3 to 5 years, and in many cases recover pending refunds or correct past errors.

Do you offer bilingual services? +

Yes, J&M Tax Services has Spanish-speaking staff to serve the Latino community. The firm is Latino-rooted and explicitly offers services in both English and Spanish.

What is the notary service rate? +

Notary rates start at $10 per standard document including acknowledgement, jurat, oath certification of POA, and proof of deed.