JF
James Family Tax Service
James Family Tax Service : Fiscalité et comptabilité claires et bienveillantes pour les professionnels de San Antonio.
5(5 avis)
Comptable
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James Family Tax Service : Fiscalité et comptabilité claires et bienveillantes pour les professionnels de San Antonio.
James Family Tax Service offre une comptabilité et un soutien fiscal clairs et axés sur le client à San Antonio. Les clients louent l'équipe pour les guider à travers chaque étape, clarifier les déductions et améliorer le suivi des dépenses. Le personnel est courtois, empathique et réactif, avec des options de réunions virtuelles. Reconnu par les professionnels pour un accompagnement fiscal fiable et continu.
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Déclaration fiscale complète pour les particuliers, incluant déductions, crédits et conseils pour des situations particulières telles que le statut de non-résident.
Solutions fiscales professionnelles pour les prestataires, les petites entreprises et les cabinets privés, avec un suivi des dépenses et une optimisation des déductions.
Conseils financiers personnalisés pour aider les clients à comprendre leur situation fiscale, à planifier l'avenir et à améliorer leurs stratégies financières.
Consultations pratiques via Zoom et préparation des déclarations fiscales à distance pour les clients qui ne peuvent pas se déplacer, garantissant flexibilité et accessibilité.
Révision professionnelle et modification des déclarations fiscales pour corriger les erreurs ou les changements, avec une assistance dédiée à la résolution.
2 years in a row they’ve done an amazing job of walking through every step and detail for my specific situation as a business owner and contractor. They’ve taken the time and care to make sure I fully understood my deductions and helped me improve my expense tracking. Great team of dedicated people.
We initially tried filing our taxes with another provider, but were originally told one price before that price suddenly ballooned to more than double the original quote. We reached out to James Family Tax Service and could not be happier with their services. Fast (not too fast of course), friendly, and reliable service from the very beginning. We weren’t able to make it in when we needed to, no problem, they set up a zoom call with my wife and I. Great service at a fair price, couldn’t ask for anything more.
UPDATE: Richard reached out to me directly to apologize and to personally review my taxes. Though there was an error, Richard was quick to make the revision and resubmit my taxes for an amendment. He was wonderful to work with and I appreciate his humility in recognizing that there was an error and being quick to fix the problem. The people here genuinely care about their clients and strive to make and continuously maintain a positive impression. My meeting with Richard was incredibly positive and made me feel heard as a client. This type of care makes me confident that my taxes are in good hands. I'm doing a 180 flip on my review and I am happy to give James Family Tax 5 stars. I really wanted everything to go well because the tax professional I worked with was genuinely so nice. Unfortunately, our taxes were done completely wrong. I was surprised that she had completed our taxes before we even got on the Zoom call. She didn't ask any clarifying questions about my tax situation to find out if we qualified for any tax breaks etc. I told her that my husband was a non-resident(pending green card) filing as a resident for tax purposes but she didn't check the box for this particular status. We also needed to attach a signed statement to declare his first year residency due to qualifying by the Substantial Presence test outlined on the IRS website and our tax pro didn't mention it at all. She also asked for my checking/routing number to direct deposit our refund so I was expecting to see the funds in my account. Instead I got a paper check in the mail with both mine and my spouses name on it but we don't have a joint bank account and our credit union isn't in this state so there's now extra steps for us to deposit our check that could have been avoided by just doing the direct deposit I asked for. Honestly, I wouldn't come here if you have any sort of complexity with your tax situation.
As a mental health therapist in private practice, taxes are not my specialty. Richard and his team have taken the anxiety out of doing all things taxes. I have been using them for 3+ years and always appreciate the time and care they take in getting to know me and my practice needs. Richard is very kind and patient with my questions and you can tell he is passionate about his craft. You are in excellent hands with him and his team.
From day one, I’ve been extremely impressed with the James Family Tax team. Their entire staff is courteous, empathetic, efficient, and kind—all of which are important qualities when navigating tax situations. I appreciate them going the extra mile by educating me on how my tax situation came to fruition and untangling the web! I cannot recommend this group enough and plan on using them each year moving forward.
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