WRP Tax

Tax preparation service in San Jose, CA (show on map)

3.0

★★★☆☆

1 reviews

WRP Tax Services, Inc. is a CPA firm committed to helping clients achieve the highest return on their investment through superior client service and professional tax and accounting guidance.

Call (408) 371-7761

Navigate to Visit website

About

WRP Tax Services, Inc. is a San Jose-based CPA firm with over five decades of experience. Led by CEO Quynh Ho, CPA and Tax Director Joe Pfahnl, CPA, the firm provides a wide range of tax and accounting services including tax preparation, tax planning, IRS and state audit representation, payroll services, bookkeeping, business entity selection, succession planning, estate planning, and financial planning.

The firm serves individual and business clients throughout California with two offices: San Jose (Hamilton Ave) and Torrance (LA area). They take a collaborative, close attention approach, viewing every client relationship as a partnership.

50+ years of combined experience (Joe Pfahnl alone has 50+ years)

CEO Quynh Ho's expertise in start-ups, multi-entity types, and audit representation

Two California offices: San Jose and Torrance (LA area)

Small firm with personalized, close attention to each client

Full range: tax, accounting, payroll, estate planning, financial planning under one roof

Strong San Jose community involvement (PTA, City of San Jose commissions)

Services

Tax Preparation

Tax preparation for all types of entities including individuals, corporations, partnerships, trusts, estates, and nonprofit organizations. Using computerized tax preparation and research software for accuracy and efficiency.

Individual returns Business returns Corporation returns Partnership returns Trust and estate returns Nonprofit returns Federal and state tax preparation

Tax Planning

Essential element of tax preparation process. Making tax planning part of overall business strategy minimizes both current and future tax liabilities using current developments in tax laws.

Year-round tax planning Current tax law updates Strategy development Liability minimization

IRS and State Audit Representation

Representation before IRS and state tax agencies. Years of experience dealing with taxing authorities ensures clients are properly represented during audits.

IRS audit representation State audit representation Tax agency correspondence Audit response preparation

Payroll Services

Assistance with payroll administration as businesses grow, including developing payroll systems, preparing payroll tax returns, and implementing controls for reliable, efficient payroll.

Payroll system setup Payroll tax return preparation Payroll administration support Compliance controls

Bookkeeping and Write-Up Services

Meaningful, well-organized financial records ensuring business operations run efficiently. Qualified staff assist with day-to-day bookkeeping tasks.

Day-to-day bookkeeping Financial record organization Write-up services

Business Entity Selection

Assistance evaluating the pros and cons of each entity type (S corporation, sole proprietor, LLC) to determine the most advantageous form of business for the company.

Entity type analysis S corporation evaluation LLC evaluation Sole proprietorship Tax implication assessment

Credentials & Certifications

CPA (Certified Public Accountant)

Reviews

Rating

★★★☆☆

Reviews

"Quynh was very informative and responsive to my questions."

Frequently Asked Questions

What is WRP Tax Services committed to? +

WRP Tax Services is committed to helping clients achieve the highest return on their investment through superior client service and professional guidance. They view every client relationship as a partnership.

What services does WRP Tax Services offer? +

The firm offers tax preparation for all entity types, tax planning, IRS and state audit representation, payroll services, bookkeeping and write-up, business entity selection, business succession planning, estate planning, estate and trust tax preparation, financial planning, retirement planning, and sales tax services.

Who are the key leaders at WRP Tax Services? +

CEO Quynh Ho, CPA (previously CEO of Cereus Investment, with expertise in start-ups, C-Corp, S-Corp, LLC, and Non-Profit Organizations) and Tax Director Joe Pfahnl, CPA (50+ years of accounting and tax experience, Santa Clara University graduate). Both are supported by additional CPAs including Marlyne Cadiz, Darren Lu, Finist To, Tuan Nguyen, and Merrill Higham.

Where is WRP Tax Services located? +

WRP Tax Services has two California offices: San Jose (1855 Hamilton Avenue, Suite 101, San Jose, CA 95125 — phone (408) 371-7761) and Torrance, CA (Los Angeles area — phone (650) 592-1521).

What is WRP Tax's approach to client service? +

As a relatively small firm, WRP Tax offers personalized quality service with close, personal attention. They view every client relationship as a partnership and believe their success is a result of their clients' success.