Maricela M.
1/29/2022
This was my first yeah doing my taxes at First Tax & Financial. I found them through Yelp and decided to call to see if he excepted walk-ins, and he did. He was very patient and helpful. I can...
First Tax & Financial
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478 E Santa Clara St Ste 211
San Jose, CA 95112
First Tax & Financial, located in San Jose, CA, offers a range of financial services through a secure technology platform provided by CountingWorks. Their services include features such as e-signatures, file sharing, and appointment setting, ensuring clients have access to essential tools for managing their financial needs.
The company emphasizes the importance of client data protection and compliance with applicable laws, requiring users to maintain the confidentiality of their account information. First Tax & Financial is committed to respecting intellectual property rights and provides a limited license for the use of their client software, while also reserving the right to terminate access in cases of policy violations.
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Reviews
5.04 reviewsB W.
7/6/2022
Hoan, is always professional and does a great job doing my taxes. He stays updated on changes and his fee is fair. I used to get my taxes done for free at the library however they made a mistake...
Tony B.
3/10/2018
I've been coming here with family for the longest time . . . always good service with clear explanations of things that can be most confusing; I finally came here by myself and nothing has changed...
Linda D.
5/23/2016
Came here because my mom does her taxes here. Small office in downtown, but I easily found street parking right in front (metered). Had to wait 30 min because I didn't have an appointment and...
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