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JP Financial & Tax Services, CPA, Tax Prep, Payroll, Sales & Income Tax, IRS Audit, Small Business Accounting, 中文会计师, ITIN 报税

A JP Financial & Tax Services Firm

Tax preparation service in Milpitas, CA (show on map)
Google 4.9
★★★★★
65 reviews

Professional tax services and bookkeeping firm in Milpitas, CA serving the Bay Area with tax preparation, payroll, and bookkeeping services in multiple languages.

Call (408) 941-0363
Navigate to Visit website
JP Financial & Tax Services, CPA, Tax Prep, Payroll, Sales & Income Tax, IRS Audit, Small Business Accounting, 中文会计师, ITIN 报税 website

About

JP Financial & Tax Services is a professional tax services and bookkeeping firm based in Milpitas, California. The firm offers full-year bookkeeping services, tax preparation services in person or remotely, and accepts drop-offs.

They speak English, Mandarin, Cantonese, and Vietnamese. Services include personal and business tax preparation, LLC incorporation, payroll, bookkeeping, notary, and insurance planning.

Multilingual — English, Mandarin, Cantonese, Vietnamese
Full-year bookkeeping services
Tax preparation in person or remotely
Drop-offs accepted
Mobile notary services in Bay Area
LLC incorporation services

Services

Tax Preparation

Professional tax preparation services for individuals and businesses in the Bay Area, offered in person or remotely. E-filing available for single taxpayers, married filing separately/jointly, partnership, and 1099 filers.

Personal tax preparation Business tax preparation E-filing In person or remotely

Bookkeeping

Full-year bookkeeping services for small businesses, individuals, and nonprofits. Includes account reconciliation, tracking of business assets, liabilities, income and expenses. Also offers profit and loss statements, balance sheets, fixed assets ledger, and XBRL statements preparation.

Monthly bookkeeping Profit and loss statements Balance sheets Fixed assets ledger Bank reconciliations XBRL statements Cash flow statements

Small Business Payroll

Tailored payroll services for small businesses including payroll computation, payroll processing, monthly payroll reports, file and payment of payroll taxes, and year-end tax forms. Uses QuickBooks Payroll.

Payroll computation Monthly reports Tax filing QuickBooks integration Direct deposit W-2 and 1099 processing

Incorporation of Company – LLC

LLC incorporation services in California including consultation and guidance for the setup process at a reasonable price.

LLC incorporation California business setup

Notary

Mobile notary services in the Bay Area or at the office by appointment. Notarizes real estate, estate planning, apostille, immigration, financial agreements, contracts and more through a referral licensed professional notary partner.

Mobile notary Real estate Estate planning Apostille Immigration

Insurance Planning

Insurance planning guidance and understanding the impact of future taxes on different insurance plans available.

Reviews

Google
Rating
4.9
★★★★★
Reviews
65
"I had a plethora of tax documents to file and they finished within an hour."

Frequently Asked Questions

What services does JP Financial & Tax Services offer? +

The firm offers tax preparation (personal and business), bookkeeping, small business payroll, LLC incorporation, notary services, and insurance planning. They also offer e-filing services.

What languages does JP Financial & Tax Services speak? +

The firm speaks English, Mandarin, Cantonese, and Vietnamese.

Where is JP Financial & Tax Services located? +

The main office is at 500 E Calaveras Blvd, #246, Milpitas, California 95035. They also have a remote office at 2514 Larchmount Dr NE, Issaquah, Seattle 98029.

What are the office hours? +

Monday - Friday: 9:00 am - 5:30 pm, Saturday: 9:30 am - 4:30 pm, Sunday: Closed / By appointment only.

Does the firm offer remote services? +

Yes, tax preparation services are available in person or remotely. They also have a remote office in Issaquah, Seattle.

Does JP Financial & Tax Services accept drop-offs? +

Yes, the firm accepts drop-offs for tax preparation services.

Contact JP Financial & Tax Services, CPA, Tax Prep, Payroll, Sales & Income Tax, IRS Audit, Small Business Accounting, 中文会计师, ITIN 报税

JP Financial & Tax Services, CPA, Tax Prep, Payroll, Sales & Income Tax, IRS Audit, Small Business Accounting, 中文会计师, ITIN 报税
Website
jpfts.com
Category
Tax preparation service
Wheelchair Accessible
Call (408) 941-0363

Opening Hours

Sunday
–
Monday
09:00–17:30
Tuesday
09:00–17:30
Wednesday
09:00–17:30
Thursday
09:00–17:30
Friday
09:00–17:30
Saturday
09:30–16:30

Location

Location of JP Financial & Tax Services, CPA, Tax Prep, Payroll, Sales & Income Tax, IRS Audit, Small Business Accounting, 中文会计师, ITIN 报税, 500 E Calaveras Blvd Suite 246, Milpitas, CA 95035 · View on Google Maps

Screenshot Gallery

Get in Touch

Ready to work with JP Financial & Tax Services, CPA, Tax Prep, Payroll, Sales & Income Tax, IRS Audit, Small Business Accounting, 中文会计师, ITIN 报税?

Reach out today to schedule a consultation.

(408) 941-0363

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