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M D Tax Insurance and Financial Services Inc

Tax preparation in San Jose, CA (show on map)
Google 1.9
★★☆☆☆
10 reviews

M D Tax Insurance and Financial Services Inc. provides personal and business tax returns, business formation, payroll processing, bookkeeping, and financial advisory services.

Call (408) 345-6869
Navigate to Visit website
M D Tax Insurance and Financial Services Inc website

About

M D Tax Insurance and Financial Services Inc. has been in the business for 15 years, offering personal and business tax returns, business formation assistance, payroll processing, bookkeeping, financial analysis, estate planning, notary services, payroll management, retirement planning, and sales tax management. They provide a low-pressure approach and aim to simplify clients' lives through expert tax and business advisory services.

15 years of experience
Low-pressure approach
Comprehensive tax and business advisory services

Services

Personal Tax Returns

Prepare and file any type of personal tax return, from simple to complicated, including ITIN applications and negotiations with the IRS and Department of the Treasury.

ITIN applications IRS negotiations Financial transaction support

Business Tax Returns

File business tax returns and represent clients with IRS and state authorities.

IRS representation State tax compliance

Starting a Business

Assist with company registration, payroll processing, and bookkeeping for new businesses.

Federal, state, county, and city registration Payroll processing Bookkeeping

Financial Analysis

Provide financial analysis to support management decision-making and business planning.

Prospective analysis Scenario evaluation

Financial Statements Preparation

Develop and finalize accurate and timely financial statements for management and external stakeholders.

Accurate reporting Timely delivery

IRS Audit Representation

Represent clients during IRS audits, ensuring proper representation and compliance.

Experience in IRS procedures Proactive communication

Credentials & Certifications

15 years of experience
Since 2010

Reviews

Google
Rating
1.9
★★☆☆☆
Reviews
10

Frequently Asked Questions

How do I check my federal filing status? +

Visit www.irs.gov and click on “WHERE IS MY REFUND” to follow the instructions.

Contact M D Tax Insurance and Financial Services Inc

M D Tax Insurance and Financial Services Inc
Category
Tax preparation
Wheelchair Accessible
Call (408) 345-6869

Opening Hours

Sunday
09:00–18:00
Monday
09:00–19:00
Tuesday
09:00–19:00
Wednesday
09:00–19:00
Thursday
09:00–19:00
Friday
09:00–19:00
Saturday
09:00–19:00

Location

Location of M D Tax Insurance and Financial Services Inc, 1879 Lundy Ave STE 219, San Jose, CA 95131 · View on Google Maps

Screenshot Gallery

Get in Touch

Ready to work with M D Tax Insurance and Financial Services Inc?

Reach out today to schedule a consultation.

(408) 345-6869

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