Pat Stoller's Tax Service, located at 920 Saratoga Ave., Ste 100, San Jose, California, 95129, offers comprehensive tax solutions including estate and trust taxation, small business planning, virtual and in-person tax preparation, notary services, and a faith-based approach to client care. With a focus on personalized attention and long-term relationships, the service is trusted by clients seeking clarity and stability in their tax matters.
Contact them at (408) 557-4994 or [email protected] to schedule a consultation.
Decades of experience in estate and trust taxation
Personalized attention and long-term client relationships
Guidance for entity selection, small business planning, and tax strategy
Virtual and in-person tax preparation options
Notary services for secure, document-driven needs
Faith-based service and community involvement
Services
Tax Preparation
Comprehensive tax preparation for individuals and businesses, including virtual and in-person options.
Expertise in estate planning, trust taxation, and wealth preservation strategies.
Decades of experiencePersonalized estate planningTrust taxation guidance
Small Business Tax Planning
Guidance on entity selection, small business tax strategies, and cash flow management.
Entity selection adviceSmall business tax strategyCash flow optimization
Credentials & Certifications
Enrolled Agent
Since N/A
Reviews
Rating
5
★★★★★
Reviews
1
"I would highly recommend Pat."
Frequently Asked Questions
What is the Foreign Earned Income Exclusion (FEIE)? +
IRC Section 911 Foreign Earned Income Exclusion (FEIE) allows U.S. citizens living abroad to exclude a certain amount of their foreign earned income from U.S. taxation, reducing their overall tax liability.
Why is the IRS cracking down on “creative” tax strategies? +
Recent IRS court victories signal a crackdown on tax avoidance schemes that do not comply with standard tax laws, emphasizing the importance of adhering to legitimate tax planning practices.
Are there COVID-era penalty refunds available? +
Millions of taxpayers may be owed COVID-era penalty refunds due to disruptions in business operations, filing deadlines, and IRS processing during the pandemic.
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