Truly Financial Group, based in Los Gatos, California, offers expert tax planning and preparation services tailored for individuals and small businesses. Their experienced team includes Enrolled Agents with IRS practice rights and top-tier MBAs, adept at providing accurate, personalized tax solutions to simplify tax time.
Enrolled Agents with IRS practice rights
Top-tier MBAs on staff
Tax Equilibrium Program for year-round guidance
Los Gatos location serving Bay Area
Services
Tax Preparation
Tax preparation starting at $680 for individuals and businesses with e-filing included.
Upload or drop off tax formsStatus updatesDocuSign e-file authorization
Tax Equilibrium Program
Year-round tax advisor program including comprehensive tax planning and advisory services.
Year-round advisoryQuarterly newsletterTax planning at beginning of year
Year Round Tax Planning
Forward-looking tax planning to steer major financial decisions for best tax outcomes.
Strategic planningMajor transaction analysisReal estate, stock options, business entity guidance
15-Minute Consultation
Free initial consultation to discuss tax needs.
FreeNo obligation
Credentials & Certifications
Enrolled Agent (EA)
Frequently Asked Questions
What tax preparation services does Truly Financial Group offer? +
The firm offers tax preparation for individuals and businesses, including complex returns like 1120-S, 1065, 990 series, 1041, and 706, starting at $680.
What is the Tax Equilibrium Program? +
A year-round tax advisor program where the firm acts as your year-round tax advisor including comprehensive tax planning and advisory services at the beginning of the year.
Does Truly Financial Group offer virtual services? +
Yes, the firm offers a client portal for online document exchange and communication.
